If you haven't learned how to configure your risk settings, issue settings and lessons learned settings, please watch the previous video to get maximum use out of the lessons we share here:
How to add risks to your project or the organisation level
- You can add risks at the organisation and corporate level or at the project level.
- If you are a portfolio manager you will be able to see all your risks across all your projects within your portfolio.
- Depending on your permission level, you will be able to add additional risks by clicking on the floating button in the bottom right corner.
- Because you added the risk from the organisation model, the risk will by default be added at the organisation level. You can however select a specific project in the top right corner of the modal if applicable.
- Another way to add a risk to a specific risk is to navigate to the project level in your Keepsite dashboard.
- Once you have navigated to your project, click into the Risks tab, where you can then once again add a risk by clicking on the floating action button in the bottom right corner.
- Go through the identification and analysis fields to let your team and organisation know specifics about the risk at hand.
- Evaluate the risk by applying the settings that you would have configured (see previous video)
- Review Impact types and descriptions
- The risk response is set at the Organisation level and therefore pre-populated. If you want to change the default response, reconfigure your settings (see previous video)
- Once you have selected your review frequency, a task will be created automatically at the selected frequency to remind you to review the risk item.
- Assign Owners.
- Publish the risk. This risk will now appear in the project level risk dashboard.
How to manage risks in Keepsite
- Add comments and discuss this risk with your team
- Associate the risk with existing documents
- Review the history of the risk. Each change creates a revision point so that you can see how the risk item developed over time.
- Share the risk record with other organisations.
- Add tasks to the risk. An automatic tasks will already be created - this is in relation to the review frequency set out when creating the risk item.
- You can also add manual tasks to your project, and set due dates.