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Planview Customer Success Center

Copying Risks/Issues

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If risks established for one project apply equally to another one, you can copy them rather than having to re-enter.

Source/ Destination Project

Select the project that has the risks or issues set up and the one to which they are to be copied.

Include Mitigation Items

Check the box if the actions to be taken to counteract the risks or issues are also to be taken for the destination project. Leave unchecked if different actions will be needed.

Set All Risk/Issue Identified Dates To

Determine a date range for the risks or issues to be copied.

 

Click clipboard_e5a9066c59ed89bcc7b288d25319b7991.png  to copy the risks or issues. You can then select and edit them at the search list.