Download an Import Template for Importing Risks

Download a Microsoft Excel template to use when importing risks. At the project level, risks are imported to the project, and at the program level, risks are imported to the program. The project-level risk register supports empty templates, which enable you to create new data, or templates with data, which enable you to create new data or modify existing data. The program-level risk register only supports empty templates.

To download an import template for a project:

In the object selector, select a project.
In the sidebar, hover over  Risk, and select Risk Register.
Select Actions , select Download Import Template, and then select one of the following:
- Empty Template: Use this template to create data.
- Template with Data: Use this template to update the data that exists in the table.

To download an import template for a program:

In the object selector, select a program.
In the sidebar, hover over  Risk, and select Risk Register.
Select Actions , and then select Download Import Template.

Tips

The import template is downloaded as a Microsoft Excel file.
The top two rows of the worksheet are required when importing risks from a spreadsheet. You can delete unused columns, but do not change the data in these rows.
Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.

Next: Import Risks from Microsoft Excel