Creating and Managing Organizational Risks

This introduction article will help administrators to create and manage their organizational risks using the Project application admin interface. The user must have administrator-level access to the specific Project application.

Overview

Organizational Risks help evaluate the risk of requests and projects against preset organizational risk categories, enabling comparison of organizational risk levels between projects and requests. You may see a need to capture new types of these risks. This article describes how to create and manage your list of these organizational risks.

Where to Find This

This feature is used in the Work Management and Client Portal interfaces, but they are managed from the Project application admin interface.

Navigate to Organizational Risks to manage them following this path:

  • Project Application Admins: Work Management > View Applications > a Project application > gear icon > Admin > Project and Request Sections > Organizational Risks
  • Global Admins: TDAdmin > Applications > a Project application > Project and Request Sections > Organizational Risks

Using Organizational Risks

Creating and Modifying Risks

When your organization identifies new types of risks, such as when expanding the software or hardware you use or undertaking projects that involve systems not previously included, you should record those risks in the Project admin UI for reference in projects or requests.

To create a new risk:

  1. In the Project app admin interface, navigate to Project and Request Sections > Organizational Risks.
  2. Click +New.
  3. In the New Risk popup, enter a Name and Description.
  4. Click Save.

To edit an existing risk, click the Edit link next to the risk in the Organization Risk list.

Setting the Risks Percent of Value

The Risks Percent of Value determines how risks are weighted in the composite score. This does not update the Composite Score of any projects with existing risks; it will only be used for risks added in the future.

To set the Risks Percent of Value:

  1. In the Project app admin UI, navigate to Project and Request Sections > Organizational Risks
  2. Select a new Risks Percent of Value from the dropdown.
  3. Click Save.

Deleting Risks

When a type of risk becomes outdated or is no longer used, it should be removed from the system.

To delete a risk:

  1. In the Project app admin UI, navigate to Project and Request Sections > Organizational Risks
  2. Click the Delete link next to the unused risk.
  3. Click the OK button in the confirmation popup.

Gotchas & Pitfalls

The percent of value for Organizational Risks is applied evenly to all organizational risks. There is no way to apply different percentages of value to different types of these risks.

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