View and edit project issues and risks

All projects are challenged by issues and risks. A risk is an event or situation that can negatively affect a project, if it occurs. In contrast, issues are events that are already happening. Risks can become issues if they are not addressed effectively. By actively identifying, analyzing, and addressing your project issues and risks, you can help guide your project to a successful conclusion.

 Note   Before you can view and edit issues or risks, you must be connected to Microsoft Office Project Server 2007, and you must have created a workspace site for your project on this server. For more information about setting up a Web server to manage issues or risks, see your server administrator (administrator: Sets up and manages user accounts, assigns permissions, and helps users with network or server access issues. This person can also manage and customize various elements in Project Professional and in Project Server.). Some workspace sites may need to be manually created by an administrator.

What do you want to do?


View project issues or risks

To see the issues and risks associated with the current project, do the following:

  1. On the Collaborate menu, click Issues or click Risks.

All the current project's issues or risks that are active, postponed, or closed are displayed on the Issues page or Risks page.

 Tip   To filter the list of issues or risks, click View graphic button, and then select a filter. Select All Items to see all the issues or risks.

  1. To see more information about an issue or risk, click the name of the issue or risk.

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Create or modify an issue

  1. On the Collaborate menu, click Issues.
  2. On the Issues page, do one of the following:
    • To create a new issue, click New menu image and then click New Item.
    • To modify an issue, point to the issue to display an arrowButton image, click the arrow, and then click Edit Item.
  3. In the Title section, type a title for the issue.
  4. In the Owner section, click Browse Button graphic to use the membership provider service that is used for authentication within your organization to find a user who can manage the issue.

 Note   If you prefer to type a user's name, click Check Names Button image to determine if the user is part of your organization's membership provider service.

  1. In the Assigned To section, type a name or search for a person who should be responsible for resolving the issue.
  2. In the Status section, click the status of the issue.
  3. In the Category section, click a category number to group similar issues.
  4. In the Priority section, click a priority to indicate the relative importance of this issue as compared to other issues in your project.
  5. In the Due Date section, enter the date and time by which the issue should be resolved.

 Tip   Use the date picker Button image to quickly enter a date.

  1. In the Discussion section, type a description of the issue and any other information relevant to understanding and resolving the issue.
  2. In the Resolution section, type how the issue can be resolved.
  3. Click OK to save the issue and to return to the Issues page. The issue is now added to the list of issues associated with the project.

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Create or modify a risk

  1. On the Collaborate menu, click Risks.
  2. On the Risks page, do one of the following:
    • To create a new risk, click New Pull-down menu and then click New Item.
    • To modify a risk, point to the issue to display an arrowButton image, click the arrow, and then click Edit Item.
  3. In the Title section, type a title for the risk.
  4. In the Owner section, click Browse Button image to use the membership provider service that is used for authentication within your organization to find a user who can manage the risk.

 Note   If you prefer to type a user's name, click Check Names Button image to determine if the user is part of your organization's membership provider service.

  1. In the Assigned To section, type a name or search for a person who should be responsible for mitigating or managing the risk.
  2. In the Status section, click the status of the risk.
  3. In the Category section, click a category number to group similar risks.
  4. In the Due Date section, enter the date and time by which the risk should be resolved.

 Tip   Use the date picker Button image to quickly enter a date.

  1. In the Probability section, type a percentage value that represents how likely it is that the risk will occur.
  2. In the Impact section, type a value between 1 and 10 that represents the severity of the impact, with 10 being the highest severity. Later, you can search for risks that, for example, have an impact greater than 5.
  3. In the Cost section, type a value (without a currency symbol) that represents the financial impact of the risk.
  4. In the Description section, type a description of the risk.
  5. In the Mitigation Plan section, type a description of a plan that the project manager can use to reduce or eliminate the risk probability, risk impact, or both.
  6. In the Contingency Plan section, type a description of an alternative plan that can help to reduce the impact of the risk.
  7. In the Trigger Description section, type a description of the condition that may cause the event to occur.
  8. In the Trigger section, specify the condition that activates the trigger. Select one of three values.

To specify a value that triggers the contingency plan other than those provided in the list of triggers, select Specify your own value, and then type or edit the value.

  1. Click OK to save the risk and to return to the Risks page. The risk is now added to the list of risks associated with the project.

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Link issues or risks to other issues, risks, document libraries, or tasks

  1. On the Collaborate menu, click Issues or click Risks.
  2. On the Issues page or the Risks page, point to an existing issue or risk to display an arrowButton image, click the arrow, and then click Edit Item.
  3. Click Link Items.
  4. In the first list at the top of the dialog box, click the document library, issue, risk, or task that you want to link to the current issue or risk.
  5. In the second list, click an appropriate item.

The dialog box displays the issues, risks, document libraries, or tasks that you selected in the two lists at the top of the dialog box.

  1. Select the Link check box for each issue or risk to which you want to link. You can select multiple issues or risks.
  2. Click OK.

The Issues page or the Risks page displays the linked item in the Links section.

 Note   If you delete an issue or risk and then try to recover it from the Recycle Bin, any links to other issues, risk, tasks, or document libraries cannot be recovered.

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Applies to:
Project 2007