Adding an Estimate Risk

To add an estimate risk:

  1. On an estimate record, click Create Estimate Risk.
  2. Enter a name for the estimate risk.
  3. [Optional] Select the Delivery Risk checkbox.
  4. [Optional] Search and select an estimate product instance to associate with this risk.
  5. [Optional] Select a Likelihood for this risk.
  6. [Optional] Select an Impact for this risk.
  7. [Optional] Enter a mitigation plan against this risk.
  8. [Optional] Enter a Contingency for this risk.
  9. [Optional] Enter comments on this risk.
  10. Click Save.