The Risks Overview Mode lets you Define and Assign Risk Factors to Tasks in your Plan Board. The following data can be associated with a specific Risk:
- Response - Write a Response Plan for when this Risk Occurs.
- Cause - Write a Cause for when this Risk Occurs.
- Probability - Set the Probability of the Risk Happening: (Improbable, Remote, Occasional, Probable, Frequent)
- Severity - Set the Severity of this Risk: (Negligible, Low, Moderate, Significant, Catastrophic)
- Priority - Set the Priority this Risk should be Set to: (No Action, Monitor, Action, Urgent Action, Stop)
Risk Mode Options:
The Menu Options in Risk Mode are as follows:
FILE | |
Import local Gantter file... | Choose a Gantter File from your Local Drive and Import into Planner. |
Import from MS Project... | MS Project files (.MPP) and files in MS Project XML format can be imported. |
Import from P6 (XER)... | Files of (.XER) can be imported. |
Properties | Manage the following Schedule Properties - (General, Duration, Regional, Time Defaults, Resources, Notes, Links, Risks) |
Export to local Gantter file... | Export your View as a (.gantter) file. |
Export to MS Project (XML)... | Export your View as a .XML file. |
Export to P6 (XER)... | You have the option to - Export Roll Up Tasks Only, Export Rollup and Summary Tasks or Export All Task |
Export to CSV (download)... | Export your View as a .CSV file. |
Publish to Procore | The following Procore Publishing options are available - (Procore Connector Settings, Publish Now, Open Procore). |
Export milestones to iCalendar(Download)... | Export your Milestones as a .ICS file. |
Export milestones to web Calendar... | Copy the smartappbeta URL and use your web calendar's 'Add by URL" feature to add a new calendar with all the milestones for the schedule. |
VIEW | |
Reset View to Default | Selecting this resets the View to Default. |
Fullscreen | Selecting this sets the View to Fullscreen. |
Sidebar | Unchecking this option hides the 5 Sidebar Mode Options. |
Sidebar Modes | Click to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars |
Show relevant risks | Click to only show Risks that are still relevant. |
Show addressed risks | Click to show Risks that have already been addressed. |
Show happened risks | Click to show Risks that have already happened. |
Response Column | Show or Hide the Response Column. |
Cause Columns | Show or Hide the Cause Column. |
Probability Columns | Show or Hide the Probability Column. |
Severity Columns | Show or Hide the Severity Column. |
Priority Column | Show or Hide the Priority Column. |
Actual Response Column | Show or Hide the Actual Response Column. |
ACTIONS | |
Insert Above | Insert a Task Above the Selected Task. |
Insert Below | Insert a Task Below the Selected Task. |
Delete | Delete the Selected Task. |
Properties | View Task Board Properties. |
DISPATCH | |
Dispatch Settings | Set Auto Dispatching to None, Hourly, Daily or Weekly. |
BASELINES | |
Manage baselines... | Add and Manage Baselines |
None | Click to Select and Show a Baseline. |
WIDGETS | |
Constraints & Issues | Manage Constraints & Issues in the Constraints & Widgets Issues. |
Planner Overview
How To?
What are Different Boards Types
Last Updated: Feb-17-21