To create a new Risk and Issues record
- Go to your project. Ensure that you are in the User mode.
- Expand the Financial Transactions node.
- Select Risks and Issues.
- From the BP log page, click Create.Complete the Upper form according to the Upper form table below. You must enter a Title and a Status before you can save the Risks & Issues record.
Saving a non-workflow business process creates a permanent record.
- In the Line Items section click Add or Grid. The Line Items form opens.
- Complete the Line Items form by following the directions in the Line Items Table below. You must complete all required fields on each line that you entered.
Upper Form
In this field | Do this |
|---|---|
General block | |
Record Number | This is a read-only field that Unifier populates when you click Send. |
Title* | This is a required field - Enter a name for the record. |
Project Number | This field is auto-populated from the project. |
Project Name | This field is auto-populated from the project. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates upon record creation. |
Record Last Update Date | This is a read-only field that shows the last time the someone updated the record. |
Status* | This is a required field - select the status of the Payments record. The choices are Pending and Closed. Note: If you select Closed status and click Finish Editing, the record will be permanently closed. |
Contract Reference | Select the Contract that is at risk or has issues. |
Description block | |
Description | Enter a description for the payment. |
Estimated Costs block | |
Best Case Amount | Enter the value that would most likely be the least amount needed to resolve the risk or issue. |
Worst Case Amount | Enter the value that would most likely be the highest amount needed to resolve the risk or issue. |
Probable Case Amount | This value is the sum of all detail lines. |
Risk Details block | |
Risk Category | Use the drop-down menu to select the risk category. |
Risk Priority | Use the drop-down menu to select the risk priority. |
Environmental Impact | The default entry is Yes; use the drop-down menu to change this selection to No if appropriate. |
Legal Review Required | The default entry is Yes; use the drop-down menu to change this selection to No if appropriate. |
Change Request Required | The default entry is Yes; use the drop-down menu to change this selection to No if appropriate. |
Forecasted Resolution Date | Use the calendar icon to select the forecasted resolution date. |
Scope Change Required | The default entry is Yes; use the drop-down menu to change this selection to No if appropriate. |
Schedule Impact (Days) | Enter the number of days you expect resolving the risk or issue will impact the project schedule. |
Schedule Change Required | The default entry is Yes; use the drop-down menu to change this selection to No if appropriate. |
Resolution block | |
Action to Resolve | Enter the action to resolve this risk or issue. |
P6 Activity | Select a P6 activity to associate with this record |
P6 Planned Cost | This is a read-only field. |
P6 Planned Start | This is a read-only field. |
P6 Planned Finish | This is a read-only field. |
Item Logs
Line Items Tab
General Block | |
|---|---|
Cost Code* | This is a required field - Enter the cost code for this line item. You can either enter it directly or use the cost code picker. |
Code Name | This read-only field is auto-populated from the cost code name. |
Short Description* | This is a required field - Enter a brief description of the item specified on the line item |
Amount | Enter the amount for the fund appropriation to this cost code. |
Line Item Status | Enter the line item status. |