Creating Project Issues and Risks


Identifying issues and risk is a way to ensure quality in the project. All project team members are encouraged to use this tool to communicate issues and risks with the team.


Term Definition
Risk A risk is a potential problem that needs a mitigation strategy to avoid impacting the project's success. A risk is an uncertainty with some degree of likeliness to happen.
Issue An issue is associated with a project in a way that it will impede continuation of the project and have an adverse affect on the project. An issue is something that has already happened and must be dealt with by the project team. 
Info! The issues section of the project will be used for Issues, Critical Success Factors, and Lessons Learned. You will need to create a section for each of these items in the issue section using categories. 
Work with your Team! While everyone is encouraged to create issues and risks and you do not want to keep issues buried, you should work with your Project Manager, Supervisors, and Directors when creating issues or risks.

Steps to record a new Risk

  1. Open your projects in TDNext (Technician View)
    1. This can be done via the Projects App or Project Manager's (My Projects) desktop.
  2. Choose Risks Register
  3. Click on +New, a new window will open
    1. Enter a brief description in the title field
    2. Select a Category or make a new one to catalog your risk
    3. Select either Threat or Opportunity
      1. Threat: Harmful Risk
        • Select a Response Strategy
          • Avoid: Attempt to bypass the risk or isolate elements of work from being impacted by the threat. This can also include gathering additional information to eliminate uncertainty.
          • Transfer: Shift responsibility for the threat to another party. Typical examples involve liability insurance, contracts, license agreements, etc.
          • Mitigate: Attempt to reduce the probability and/or potential impact of a risk, should it occur.
          • Accept: Acknowledge the possibility and potential impact of the risk, but elect not to take additional steps beyond documentation and monitoring. This strategy can also include setting up a contingency reserve of time should the risk occur.
      2. Opportunity:
        • Select a Response Strategy
          • Exploit: Actively pursue the opportunity by dedicating resources to bring it to fruition.
          • Enhance: Increase the probability of an opportunity coming to fruition and/or the beneficial impacts of the opportunity.
          • Share: Give the opportunity to a third party to pursue on your behalf with the agreement of sharing in the benefits from the result.
          • Accept: Acknowledge the potential opportunity represented, but no active efforts are planned to ensure it comes to fruition or increase its potential positive impact.
    4. Choose a status
    5. Enter a more detailed description in the description field.
    6. Enter additional optional information
    7. Click the Save button.

Steps to create a new Issue

  1. Open your Project in TDNext (Technician View)
    1. This can be done via the Projects App or Project Manager's (My Projects) desktop.
  2. Choose Issues 
  3. Click on +New, a new window will open 
    1. Enter a brief description in the title field 
    2. Select Issue for the Category
      1.  If you are entering CSF or Lessons Learned, choose the correct category for those items. Those categories will be available from the project template if it was applied. Otherwise, you may create new Categories if an appropriate one does not exist.
    3. Choose a Priority
    4. Enter a more detailed description in the description field. 
    5. Click the Save button. You will receive a confirmation.  

The following shows (in general) the steps to take to enter an issue or risk.

Step 1 Step 2
Step 3 Step 4
Step 5 Step 6



Issues and risks are a major part of the project. These are things can generally be mitigated to keep a project on schedule and on budget. We will be spending a significant time on developing these items in the project to better forecast things that could adversely impact the project. 


Article ID: 67427
Mon 11/19/18 4:05 PM
Wed 6/7/23 9:33 AM