Risk

Set auto numbering defaults for new project and program risks, customize standard field labels, create configured risk-related fields, and add risk codes. You can also assign a custom workflow and custom form to be used during the risk proposal process.

Defaults

Configure Auto Numbering Defaults for a Risk

Field Labels

Access a Standard Field Description

Change a Standard Field Label

Configured Fields

Add a Risk Field

Add a Formula-Based Configured Field: Example

Update the Owning Workspace of a Configured Field

Change a Configured Field Label

Codes

Add a Code

Add a Value to a Code

Update the Owning Workspace of a Code

Workflow Actions

Assign a Custom Workflow at the Workspace Level

Forms

Assign a Custom Risk Form at the Workspace Level


Last Published Monday, June 24, 2024