New User Experience: Manage Risks, Issues, and Changes

As a scrum master or project manager, you can create new risks, issues, and change requests in each project. Work with the team to mitigate the risk or if the impact is great enough, raise it as an issue. You can also submit a change request for stakeholders to review and approve.
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As a scrum master or project manager, you can create new risks, issues, and change requests in each project. Work with the team to mitigate the risk or if the impact is great enough, raise it as an issue. You can also submit a change request for stakeholders to review and approve.
Example:
Nicole is reviewing risks, issues, and change requests with her team for the projects that she manages. During the review process, Nicole creates, updates, and deletes rows in the three grids and records details about each new item.
 
HID_newux_risk_issue_change
Verify Prerequisites
Verify that you have the required access rights to work with risks, issues, and changes. Refer to the following documentation for details:
  • See
    Project and Portfolio Management Access Rights
    for the complete list of access rights required for managing project risks, issues, and changes.
  • See the
    Project Manager
    section in New User Experience: Compare with Classic CA PPM for the access rights required to manage project risks, issues, and changes.
Personalize the Risks, Issues, or Changes Grids
You can personalize the columns that you want to view in the Risks, Issues, and Changes grids. By default, the Conversations column is pinned left and displays a blue icon when at least one conversation has been started for the risk, issue, or change.
Follow these steps:
  1. Open a project.
  2. Click
    Risks
    ,
    Issues
    , or
    Changes
    to navigate to the corresponding page.
  3. Click image2018-5-11 12:10:42.png 
    Column Panel
    .
    1. Select the columns that you want to show or hide.
    2. To close the column panel, click
      X Close
      .
  4. To move columns, drag-and-drop them.
  5. To pin a column to the left or right, click the column header 
     menu and select
    Pin Column
    . In the submenu, select
    Pin Left
    ,
    Pin Right
    , or
    No Pin
    .
  6. To resize a column, click the column divider line and drag left or right.
  7. To sort the grid, click a column heading. Each click toggles the ascending or descending sort order.
  8. To reset the grid to its default column settings, click the column header
    menu and select
    Reset Columns
    .
Create, Risks, Issues, or Changes
Your administrator can mark certain fields as required in Classic
Clarity PPM
. The required fields appear with an asterisk (*) on the Risks, Issues, and Changes tabs and must display on the grid for you to save a row on the grid.
Also, the administrator can designate some fields as "Value Required" and define default values for these fields in Classic
Clarity PPM
. The defaults values for the attributes are populated automatically.
The following image shows the Risks grid for a project with a new risk row populated with predefined default values for Priority, Status, and Assigned To.
Image showing the Risks grid for a project with a new risk row populated with default values for Priority, Status, and Assigned To.
Follow these steps:
  1. Open the project.
  2. Click Risks, Issues, or Changes to navigate to the corresponding page.
  3. To add a row at the top of the grid, click blue_plus_icon.pngthe plus icon
    .
    Ensure that you select the mandatory fields using the column picker.
  4. To add a row below an existing row, right-click a cell in that row and select
    Insert Row Below
    .
    A new row gets added to the grid and the Name field is auto-populated with New Risk, New Issue, or New Change.
Add Multiple Risks, Issues, or Changes Rows
Follow these steps: 
  1. Open the Risks, Issues, or Changes tab for a project.
  2. Add multiple blank rows to the grid using either of the following options:
    • Click blue_plus_icon.pngthe plus icon at the top of the page.
    • Right-click a cell in an existing row and select the
      Insert Row Below
      option in the grid context menu
The page displays a maximum of 500 risks, issues, or changes for a project. Any unsaved rows that appear on the next page (not on the current page that you are on) get deleted when the page refreshes or the session times out. A page refresh happens when you perform the following actions:
  • Sort the grid
  • Select or unselect a column from the column panel
  • Click the pagination tool bar
  • Navigate away from the grid
  • Refresh the browser
Team Conversations on Risks, Issues, or Changes
You can start a conversation with an entire team from a risk, issue or change. The following steps describes how to start a team conversation on a sample risk. The procedure is the same for Issues or Changes too.
Follow these steps:
  1. Navigate to the required Risk page.
  2. Click image2018-4-23 14:59:25.pngconversation icon, in front of the risk.
  3. Conversations pop up appears. Mention the team or a resource and click
    POST.
    Conversation.gif
Delete Risks, Issues, or Changes 
To delete a risk, issue, or change row, right-click the row in the grid and click
Delete Row
. Deleting a risk, issue, or change also deletes any associated conversations.