Import Risks from Microsoft Excel

You can import risks into the application from a Microsoft Excel (.xls or .xlsx) file. After downloading the import template, follow the instructions to create or update risks in the spreadsheet. The import will fail if there are any invalid values in the spreadsheet. You can download the spreadsheet file to view and fix the errors indicated in the error column at the end of each worksheet, and then import the file again. At the project level, risks are imported to the project, and at the program level, risks are imported to the program.

You must have sufficient privileges to perform this task.

To import risks from Microsoft Excel:

  1. In the object selector, select a project or program.
  2. In the sidebar, hover over Risk, and select Risk Register.
  3. On the Risk Register page, select the Actions menu, and then select Import.
  4. In the Import Risks dialog box, select Browse, select a file, and select Import.