Adding an Estimate Risk
To add an estimate risk:
- On an estimate record, click Create Estimate Risk.
- Enter a name for the estimate risk.
- [Optional] Select the Delivery Risk checkbox.
- [Optional] Search and select an estimate product instance to associate with this risk.
- [Optional] Select a Likelihood for this risk.
- [Optional] Select an Impact for this risk.
- [Optional] Enter a mitigation plan against this risk.
- [Optional] Enter a Contingency for this risk.
- [Optional] Enter comments on this risk.
- Click Save.