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:

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.
PropertiesManage 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 ProcoreThe 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.

Reset View to DefaultSelecting this resets the View to Default.

Selecting this sets the View to Fullscreen.
SidebarUnchecking this option hides the 5 Sidebar Mode Options.
Sidebar ModesClick to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars
Show relevant risksClick to only show Risks that are still relevant.
Show addressed risksClick to show Risks that have already been addressed.
Show happened risksClick to show Risks that have already happened.
Response ColumnShow or Hide the Response Column.
Cause ColumnsShow or Hide the Cause Column.
Probability ColumnsShow or Hide the Probability Column.
Severity ColumnsShow or Hide the Severity Column.
Priority ColumnShow or Hide the Priority Column.
Actual Response ColumnShow or Hide the Actual Response Column.
Insert AboveInsert a Task Above the Selected Task. 
Insert BelowInsert a Task Below the Selected Task. 
DeleteDelete the Selected Task.
PropertiesView Task Board Properties.
Dispatch SettingsSet Auto Dispatching to None, Hourly, Daily or Weekly. 
Manage baselines...Add and Manage Baselines
NoneClick to Select and Show a Baseline.
Constraints & IssuesManage Constraints & Issues in the Constraints & Widgets Issues.

Planner Overview

Planner Overview

Boards & Schedules Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet

How To?

Boards Overview

What is Plan View

What are Different Boards Types

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is the Tag Shelf

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

Last Updated: Sep-09-21