New User Experience: Manage Risks, Issues, and Changes

As a project manager or agile scrum master, you can record new risks, issues, and change requests for each project. You can mitigate a risk or if the impact is great enough, raise it as an issue. Alternately, you can submit a change request for stakeholders to review and approve.
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As a project manager or agile scrum master, you can record new risks, issues, and change requests for each project. You can mitigate a risk or if the impact is great enough, raise it as an issue. Alternately, you can 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 she manages. During the review process, Nicole creates risks, issues, or changes for the projects. She inserts and deletes rows in the grid as needed and records details about each 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 specific details on the access rights required to manage project risks, issues, and changes.
Configure the Risks, Issues, or Changes Grids
You can configure the columns that you want to view for the Risks, Issues, or Changes grids. The Column Panel lists all the columns that you can show or hide.
Follow these steps:
  1. Open a project.
  2. Click
    Risks
    ,
    Issues
    , or
    Changes
    to navigate to the corresponding page.
  3. Clickimage2017-11-9 12:35:17.png 
    Column Panel
    .
  4. Select the columns that you want to display on the grid. Remove the check mark for the columns that you want to hide.
  5. To close the column panel, click
    X Close
    .
You can also configure the grid in the following ways:
  • Reorder the columns using drag-and-drop
  • Sort the columns
  • Pin or unpin a columns
  • Change the size of the columns
  • Reset the columns to their default configuration
By default,
Conversations
 is pinned as the first column. The conversation icon for the row is white (empty) when no comments exist. A blue icon appears when at least one comment exists in a conversation for the risk, issue, or change item. To open the conversation, click the icon.
Create Risks, Issues, or Changes
Follow these steps:
  1. Open a project.
  2. Click
    Risks
    ,
    Issues
    , or
    Changes
    .
  3. To add a row at the top of the grid, click blue_plus_icon.png
    Add New Row.
  4. To add a row below an existing row, right-click a row and select
     Insert Row Below
    A new row appears. The Name field is auto-populated with
    New Risk
    ,
    New Issue
    , or
    New Change
    .
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.
Your administrator can designate required fields in classic PPM. Required fields appear with an asterisk (*) on the Risks, Issues, and Changes tabs and must appear on the grid for you to save a new row. To speed data entry, administrators can also define default values for these fields.
: If the Column Panel includes a required attribute which meets any of the following conditions, an error message appears when you try to add a row:
  • The attribute is not checked (hidden from the Risks, Issues, or Changes grid).
  • The attribute is not auto-populated with default values predefined in classic PPM.
  • The attribute is not auto-numbered.
Select the column attribute to add it to the grid and to auto-populate it with any predefined default values.
Add Multiple Risks, Issues, or Changes Rows
Follow these steps: 
  1. Open a project.
  2. Click 
    Risks
    Issues
    , or 
    Changes
    .
  3. Add multiple blank rows to the grid using either of the following options:
    • Click blue_plus_icon.png
      Add New Row
      .
    • Right-click in an existing row and select
      Insert Row Below
       in the grid context menu.
Each page displays a maximum of 500 risks, issues, or changes for a project with next and previous pagination. Any unsaved rows that appear on the next page are deleted when the page refreshes or your session times out. A page refresh happens when you perform any of the following actions:
  • Sort the grid
  • Show or hide a column in the column panel
  • Click the pagination tool bar
  • Navigate away from the grid
  • Refresh your browser
Delete Risks, Issues, or Changes 
To delete a risk, issue, or change item, right-click the row and select 
Delete Row
. Deleting a risk, issue, or change also deletes any associated conversations.