Propose a Risk in the Risk Register

You can implement workflows and forms to control the process of adding risks to the register. The risk proposal process is designed to allow a risk manager to collect project or program risks from other parties in a controlled manner. This ensures that risks that may be duplicates, erroneous, or unverified are not added to the risk register.

Users submit a proposal form to capture necessary information for a potential project or program risk. At the project level, custom workflows can be used to move the risk through an approval process. Project risks are not editable until they are approved or rejected through the workflow. At the program level and on projects without a set workflow, risks are added directly to the risk register. Proposed risks are added to the risk register with a status of Proposed. Risk proposed at the program level are added as program risks.

Before you can propose a risk, first ensure a custom workflow is assigned to the project, and custom forms are set at the project and program levels.

To propose a risk in the risk register:

In the object selector, select ﱆ Project or  Program, and then select a project or a program from the list.
From the  Main Menu, select  Risk, and then select Risk Register.
Select the Actions  menu, and then select Propose Risk.
In the proposal form dialog box, complete the form fields.
Select Submit.

Tips

The workflow performer will receive a notification when the workflow is ready for review. You can also review workflows in the Actions column on the Risk Register page.
If no custom form is set for the proposal process, a default form is used.

Next: Modify Risk Details