More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any risk name to go directly to its detail.
- Click New to create a new risk.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
In PSA a risk represents the potential of an adverse effect against an opportunity, account, milestone, or a project.
You can work with risks to highlight the level of impact and likelihood a risk could have. For example, a risk can be flagged against a project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. and assigned to a project manager as the risk owner. You can do this even if you don't have access to the project's details. A risk Alert is sent to the project manager who can then resolve the risk with a managed plan of mitigation and contingency. See Setting up Workflow and Approval Processes to configure alerts.
You can associate risks with issues and vice versa. For example, you can view the history of a risk related to an issue to understand why the risk became an issue. On an issue, for instance, you can use the Risk lookup to associate the two records with each other. You can add risks as a related list on the Issue page and vice versa if you want to.
To create issues and risks, see Creating an Issue and Creating a Risk respectively.