Assign a Custom Risk Form at the Workspace Level

At the workspace level, determine which forms users fill out when they create risk proposals for the projects and programs in the workspace. You can assign separate forms to projects and programs. This can be the default risk proposal form, which includes basic information, or a custom risk proposal form created in the Form Editor. You can choose for all projects and programs in the workspace to inherit the forms set at the workspace level. You can also change the selected form for individual projects or programs in that object's settings.

Note: In order for workspace-level form assignments to take effect in projects, you must have the privileges required to edit the projects. Similarly, in order for workspace-level form assignments to take effect in child workspaces, the corresponding forms must be shared with the child workspaces.

To assign a custom risk form at the workspace level:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. In the Defaults & Options list, select Risk.
  4. Select the Forms tab, and then select Program or Project.
  5. In the corresponding Form field, choose a custom form.

    Only forms with the relevant Context Type value are available here. For example, you can only assign a Risk form to replace a Risk page.

  6. In the Confirm dialog box, select Yes if you want all workspaces and projects or programs within the workspace to inherit the selected form.
  7. Select Save.
  8. In the Summary & Settings panel, select Close.


Last Published Tuesday, May 21, 2024