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Risks, Issues, and Changes

Topics

Risks
Risks chapter in PM training material E1 - PRM 15.
Pages: 9
  • Risks
    Risk management is an important part of any project. The articles collected here cover viewing, creating, classifying, reviewing, transferring, and closing risks.
  • Create a Column Set for Risks, Issues, and Changes
    This article explains how to create a column set for viewing risks, issues, and changes for a project.
  • Create and Classify a Risk
    This article explains how to add a new risk and classify it.
  • Review a Risk
    This article shows how to access the Risk Detail screen to review information on a risk.
  • Export Risks
    This article shows how to access the Active Risks screen to export the currently active risks in a portfolio.
  • Transfer a Risk
    This article explains how to transfer a risk to a change or an issue.
  • Move a Risk
    This article explains how to move a risk to a different work item/project.
  • Close a Risk
    This article explains how to close a risk that is no longer a risk and has not been revised to be an issue or change.
  • Job Aid: Changes, Risks, and Issues
    This job aid (handout) provides project/work managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.
Issues
Issues chapter of PM training material E1 - PRM 15.
Pages: 8
  • Issues
    Issues are unplanned events that could impact a project or other entity, often stemming from a risk. This article provides background information on issues and some best practices for handling them.
  • Create and Classify an Issue
    This article shows how to create an issue and classify it by status and priority.
  • Evaluate an Issue
    This article goes over how to evaluate an issue to determine whether it needs to be updated.
  • Export Issues
    This article shows how to access the Active Issues screen to export the currently active issues in a portfolio.
  • Transfer an Issue
    This article describes how to transfer an issue to a risk or a change.
  • Move an Issue
    This article describes how to move an issue to a different work item in the same project or to another project.
  • Close an Issue
    This article tells how to close an issue if it has been resolved.
  • Job Aid: Changes, Risks, and Issues
    This job aid (handout) provides project/work managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.
Changes
Changes chapter in PM training material
Pages: 10
  • Changes
    Change management is an important part of successfully completing projects. This information includes best practices for change management as well as instructions for creating and completing changes in Portfolio and Resource Management. This article includes best practices for change management and dealing with scope creep, plus information on using changes in Portfolio and Resource Management.
  • Add and Classify a Change
    This article explains how to create a new change in Portfolio and Resource Management, and select its status and priority.
  • Monitor and Update a Change
    This article describes how to monitor the progress of a change and update the information about it.
  • Export Changes
    This article shows how to access the Change Requests tile to export the currently active changes in a portfolio.
  • Adjust the Project Plan to Reflect a Change
    Once a change has been instituted, the project plan and schedule will need to be adjusted to reflect the new information. This article explains how and why to do this.
  • Escalate a Change
    This article provides best practices for change escalation and shows how to create a deadline by changing the Target Date for the change.
  • Transfer a Change
    This article shows how to transfer a change to a risk or issue.
  • Move a Change
    This article shows how to move a change request to a different work item within the same project or to another project.
  • Close a Change
    This article shows how to update the status of a change to Closed when all actions are finished.
  • Job Aid: Changes, Risks, and Issues
    This job aid (handout) provides project/work managers with instructions for viewing, creating, modifying and transferring changes, risks, and issues for projects.

Content

This course covers Changes, Risks, and Issues (CRIs).