Assigning a Risk Level to Projects
Project managers can assign a risk level to projects and optionally enter details about the project risk on the project record.
During SuiteApp installation, all projects are assigned a risk level of None. You can modify this preassigned risk level. Only charge-based projects that have an assigned risk level are included in the Project Risk Forecast report.
For information on charge-based projects, read the following topics:
To assign a risk level to projects:
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Create or edit a project record.
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To create a new project, go to Lists > Relationships > Projects > New.
For more information on creating a project record, see Creating a Project Record.
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To edit a project record, go to Lists > Relationships > Projects, and click the Edit button.
Note:These navigation menus are for administrators. They may vary for other roles.
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In the Risk Level field, select a risk level.
You can select from Low, Medium, High, or None.
Note:When you create a new project, the risk level is set to None by default.
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(Optional) In the Risk Details field, enter details about the project risk.
Depending on your role, you may need to customize the project entry form to show the Risk Level and Risk Details fields on the project record. For instructions, see Customizing the Project Entry Form for Project Risk Forecast.