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 risks assignments:
- Click the Risks tab. In the Export/Import group, click Risk Assignment and then Save Risk Template.
Only global risk assignments will be saved to the template.
- Provide a name and description.
- Click OK. RiskyProject automatically saves the files. If the template already exists, a warning will open.
You may have both Global and Local risk assignment. They are shown in Risk Assignment view. But when you create a template only Global risk
assignments will be saved in the template.
Loading a risk template
- Click the Risks tab. In the Export/Import group, click
Risk Assignment and then Open Risk Template.
The Open Risk Template dialog opens.
- Click on a list to select it.
- 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.
- Click the Risks tab. In the Export/Import group, click
Risk Assignement and then Open Risk Template. The Open Risk
Template dialog box opens.
- Select the check box to the left of a template to set it as the
default template.
Using risk templates for local risk assignments
-
Open the Risk tab located in the Task Information dialog box or the Resource
Information dialog box.
-
Click Load Risks from Template button. The Load Risks from Template dialog box
opens.
-
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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