Risks¶
What this is¶
A risk register entry for a project or trade package: a potential issue, its likelihood and impact, mitigation, and an owner.
Who can use it¶
Any authenticated user with access to the project — including the Client role, not just Admin/Super Admin — can create and manage risks.
Where to find it¶
- Project level: Project → Risk Register.
- Trade package level: open the trade package and use its Risks section.
How to create a risk¶
- Select Create Risk.
- Enter a Title, Description, and Category.
- Choose a Severity (Critical, High, Medium, Low) and Probability.
- Enter the Risk Owner and a Recommended Action / Mitigation.
- Choose a Status (Open, In Progress, Resolved).
- Enter a Review Date.
- Save.
AI-generated versus manual risks¶
Some risks may be created from a confirmed contract or subcontract AI analysis (shown with an AI indicator), where the analysis identified something worth flagging. Others are added manually by a user. Both are managed the same way once created; check the source indicator if you need to know where a particular risk came from.
What this affects¶
Risks with a review date appear on the project Calendar.