Creating Risk UDFs

Create risk user-defined fields (UDFs) to store additional project risk data on the Risks page that is pertinent to your project or business and is not available from the default fields. For example, you might need to include a location field to identify where the risk might occur, or a ranking field to determine the order in which the risks will be handled.

UDFs can be of many types: text, start date, finish date, cost, number, integer, or indicator. Data from UDFs is not used in scoring calculations.

To create a risk UDF:

On the Navigation Menu, expand Administration and click Enterprise Data.
On the Enterprise Data page, expand Risks and click Risk UDFs.
On the Risk UDFs page:
1. Click Add.
2. In the User Defined Field, double-click and type a name.
3. In the Data Type field, choose a type from the list.
4. Click Save.

Tip

If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.

You can create manual UDFs quickly from any UDF detail window, by clicking Assign and then clicking Add in the Assign UDFs dialog box.

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