Creating Project Issues and Risks

Introduction

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.

Vocabulary

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

Conclusion

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.