Siebel Professional Services Automation Guide > Project Management >

Associating Risks with a Status Report

End users can associate risks with a project's status report. This can enhance the status report by letting others know exactly what issues are currently affecting the project.

To associate risks with a status report

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project for which you want a status report that incorporates risks.
  4. Click the Status Report view tab.
  5. Select the status report with which the issue will be associated.
  6. In the Project Status Item subview list, add a new record.
  7. In the Issues field of the new record, click the select button to display the Pick Risk dialog box.
  8. In the Pick Risk dialog box, select a risk and then click OK, or use the following substeps to create a new risk that will also be visible in the Project Risks view:
    1. In the Pick Risk dialog box, click New to display a Pick Risk form.
    2. Complete the fields in the form, and then click Save to return to the Pick Risk list.
    3. In the Pick Risk list, make sure the new risk is highlighted, and then click OK.
  9. Complete any other necessary fields in the new record.
  10. NOTE:  Repeat Step 6 through Step 9 until you have added every risk item.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003