Importing Risk Register from Microsoft Excel

You can import the complete risk register from Microsoft Excel. To do so, you need to map Excel fields to RiskyProject fields.

To import risk register from Microsoft Excel:

1. Make sure that your Risk Register has all risk properties defined to present all data in Excel. Use the Default Risk Properties dialog to create any custom properties.
2. Ensure your Risk Register contains all columns to present these properties. Very often Excel spreadsheets contain risk probabilities and impacts for specific categories. In this case, you need to define the column: for example, Impact: Cost, or Probability: Quality.
3. Click on File > Import > Import Risks from Excel.
4. Browse and select Excel File; click OK.
5. Map Risk Properties to Excel Fields dialog opens.
6. If you have done mapping for this file before, verify that mapping is correct for the selected Excel file and click OK. If you did have not done this mapping before, you need to enter the mapping information.
7. To enter mapping information:
   • click on the Excel Field for a particular risk property
   • right-click and select “Link Excel cell” from dropdown menu; Excel will be launched
   • in Excel, select the header or first cell with the data of the appropriate column
   • repeat this process for all risk properties

Notes:

• If you define probability and impact of risk as a percent in the project schedule for 25% use 25 not 0.25.
• If, in Excel, there is a column from Threat/Opportunity, define how Threats and Opportunities are named in Excel; for example, Excel may label a threat as “T” and an opportunity as “O”. Use the Threat and Opportunity data type for risk properties in RiskyProject to map such properties in Excel.
• If you are entering mitigation plans, which are defined as list of strings on an Excel spreadsheet, use the Mitigation Actions risk property. For example, an Excel spreadsheet has a column entitled Mitigation Action Plans. It could be a number of lines for one risk in each cell of the Excel spreadsheet, for example Action 1, Action 2, … If you map a risk property with data type “Mitigation Actions risk property” to this column, all individual actions will be imported as separate mitigation plans.

See also

Risk Register