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Risk Templates

Risk templates allow you to quickly add risks to your project and assign chances of occurrence and outcomes. Risk templates are different from the Risk Register: they contain information about risk assignment. Risk templates are useful when you want to:

  • Move risk assignments between different projects
  • Perform a risk assignment as you did in a previous project
  • Manage different sets of risk assignments for different types of projects

Creating a risk template

Create a set of global risk assignments.

Once you have created a set of global risks in the Globabl risk view, you can save it as a risk template.

  1. Click the Risks tab. In the Export/Import group, click Save Risk Template.
  2. Provide a name and description.
  3. Click OK. RiskyProject automatically saves the files. If the template already exists, warning will come up.

Loading a risk template

  1. Click the Risks tab. In the Export/Import group, click Risk Assignment and then Open Risk Template. The Open Risk Template dialog opens.
  2. Click on a list to select it.
  3. Click OK. The template risks will replace any global risks that exist in the project.

Selecting a default risk template

When you select a template as the default, the template will be loaded each time you create a new project.

  1. Click the Risks tab. In the Export/Import group, click Risk Assignement and then Open Risk Template. The Open Risk Template dialog box opens.
  2. Select the check box to the left of a template to set it as the default template.

Using risk templates for local risk assignments

  1. Open the Risk tab located in the Task Information dialog box or the Resource Information dialog box.
  2. Click Load Risks from Template button. The Load Risks from Template dialog box opens.
  3. Select the template from the list and click OK. The risks template will overwrite all existing local risks for the particular task or resource.

Templates may contain risks assigned to both task and resources. If you load a risk template from Task Information dialog box, resource risks will not be loaded. If you load risk template from Resource Information dialog box, task risks will not be loaded.

See also

Risks in RiskyProject
Risk Register

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