Clarity: Manage Risks, Issues, and Changes for Ideas

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As a scrum master or project manager, you can create new risks, issues, and change requests in each investment. 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.
The Risks, Issues, and Changes modules are now available for all investments (Projects, Custom Investments, and Ideas) in
Clarity
. In previous releases, these modules were only available for projects. Some of the key changes that have been introduced are:
  • In previous releases, the Risks, Issues, and Changes were associated with the project object. In this release, they have been associated with the abstract investment object.
  • New Create, Edit, Delete, and View global access rights have been introduced in this release. Administrators will need to add the Risk, Issues, and Changes modules to the blueprint and provide you the relevant access rights to interact with the modules.
This section contains the following topics that help a scrum master or a project manager perform various tasks using
Clarity
:
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 risks, issues, and changes. New Global access rights to manage Risks, Issues, and Changes, for projects, ideas, and custom investments have been introduced.
  • Ensure that the Risks, Issues, and Changes modules are added to the blueprint.
Personalize the Risks, Issues, or Changes Grids
You can personalize the columns that you want to view in the Risks, Issues, and Changes grids.
Follow these steps:
  1. Open an investment.
  2. Click
    Risks
    ,
    Issues
    , or
    Changes
    to navigate to the corresponding page.
  3. Click
    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 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 PPM
. The default values for the attributes are populated automatically.
RIC.jpg
Follow these steps:
  1. Open the investment.
  2. Click Risks, Issues, or Changes to navigate to the corresponding page.
  3. To add a row at the top of the grid, click the 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 an investment.
  2. Add multiple blank rows to the grid using either of the following options:
    • Click the 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 an investment. 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 toolbar
  • Navigate away from the grid
  • Refresh the browser
Edit Risks, Issues, or Changes
As a manager or decision-maker, you can edit risks, issues, or changes:
  • Directly in the grid
  • By using the Details Panel
Edit Risks, Issues, or Changes  Directly in the Grid
  1. Open an investment.
  2. Click Risks, Issues, or Changes to navigate to the corresponding page.
  3. You can now perform the following actions depending on the columns:
    • Enter values directly in a column
    • Select values from a drop-down list
    • Select a date from the date picker
    • Enter or clear check marks
Edit Risks, Issues, or Changes By Using the Details Panel
This panel allows investment owners and business users with access rights to configure which fields appear on the Details panel. Users can drag and drop new fields to the layout, adjust their position on the form, and save their settings in a view. User configuration changes remain in place for the different layouts available on the current page (for example, grid, board, list, or timeline). Users can make these changes in an unsaved view or preserve them in saved views that can be shared with other users. The ability to add, position, and remove fields helps empower user productivity. Less time is spent navigating to other pages to locate a field.
Follow these steps
:
  1. Open an investment.
  2. Click Risks, Issues, or Changes to navigate to the corresponding page.
  3. Click any column associated with a risk, an issue, or a change to display the
    Details
    tab.
  4. Click
    CONFIGURE
    to display a list of all the attributes that are available.
  5. Drag-and-drop the relevant attributes to the Details layout where they are now available as fields that can be viewed or edited.
  6. Adjust the positions of fields on the Details layout by dragging and dropping them in relevant positions.
  7. After finalizing your changes save your view if you want other users to benefit from your changes.
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 describe how to start a team conversation on a sample risk. The procedure is the same for Issues or Changes.
Follow these steps
:
  1. Navigate to the required Risks, Issues, or Change page.
  2. Click any cell associated with a risk, an issue, or a change. The
    DETAILS
    tab is displayed below the
    Column Panel
    .
  3. Click the
    DETAILS
    tab. The Conversations pane is displayed.
  4. Enter your comments and click
    POST
    .
Use Filters with Risks, Issues, or Changes
You can also use the Filters option on the Risk, Issues, or Changes pages to quickly sort through them and narrow down on ones that are relevant to your current business scenario.
Example: You want to review risks where the category type is resource availability. You can use the filter on these to quickly identify risks, issues, and changes and review them.
RIC Filters.jpg
To learn more about using Filters, review Common Components.
Create and Manage Views for Risks, Issues, or Changes
You can personalize the Risk, Issues, or Changes pages to see relevant columns and capture the required information quickly and efficiently. You can also save your personalization as views that you can access later. The saved views are also available to all users with access to the Ideas grid.
Example
: You want to review risks that are open and are above the threshold. You can use a couple of filters on the Risks page to identify appropriate risks. You can now save this layout as a view to ensure that you and your peers can quickly view risks that are open and are above the threshold.
To avoid creating multiple copies of nearly identical views, do not save a new view unless its properties are different from an existing view. A simple strategy is to create a core set of views that all users can share. Users can make small adjustments to these core views without necessarily saving new views. You can continue working in an unsaved view. However, to preserve your filters, settings, and grid configurations, save your view.
To learn more about using views, review the Getting Started with
Clarity
page.
Export Risks, Issues, or Changes
As a Portfolio Manager or decision-maker, you can export data in the Ideas grid to a comma-separated values (CSV) file and work offline or import data into other systems. To learn more about exporting data to CSV, review the Getting Started with
Clarity
page.
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, an issue, or a change also deletes any associated conversations.