Customizing the Project Entry Form for Project Risk Forecast

Project managers can assign a risk level to projects and optionally enter details about the project risk on the project record. 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 information on assigning a risk level to project, see Assigning a Risk Level to Projects.

To customize the project entry form for Project Risk Forecast:

  1. On the upper right corner of the project entry form, click Customize > Customize Form.

  2. On the Fields subtab, under the Show column, check the boxes for Risk Level and Risk Details.

  3. Click Save.

    For more information on customizing forms, see Creating Custom Entry and Transaction Forms.

Related Topics

General Notices