Using the RAID Tracker

The RAID Tracker is available under the Project Plan tab on the Project Lightning page. There are many things that you can do on RAID Tracker.

Viewing Record Details

To view more information about the risks or issues in the RAID Tracker, select a record and click to open the Record Details panel. Here, you can view details such as the Risk Name, Date Raised, Risk Owner, and Risk Description for risk records. You can find the Issue Name, Date Raised, Issue Owner, and Issue Description for issue records.

When no field set is selected in the Risk Custom Fields Field Set and Issue Custom Fields Field Set, these fields are displayed. If a field set is selected in either of them, only the fields from the selected set are shown in the Record Details Panel.

When you select a risk record in the RAID Tracker, the associated issue is visible in the Record Details panel. Similarly, if you select an issue record, you can view the associated risk in the Record Details panel. The Record Details panel stays open until you close it. To close the panel, click on the panel or click again.

Note:

If the selected field set does not contain any fields or the user does not have permission, the fields displayed when no custom fields are selected will appears.

For more information, see RAID Tracker Lightning Component Fields

Filtering RAID Records

You can use the filter panel to focus on the RAID records you want to view:

1. Click to open the filter panel.
2. Specify the value on the Status filter field that you want to apply to the RAID Tracker grid.
3. Click Apply.
4. [Optional] Click Clear to remove all filter values.
5. [Optional] Click or to close the filter panel.

Note:

The Apply and Clear buttons appear dynamically as you interact with the filter panel. When the filter panel is empty, no header buttons are displayed. As you modify filter values, the Apply and Clear buttons become visible. After applying the changes, only the Clear button remains displayed.

For more information, see RAID Tracker Lightning Component Fields

Switching Views

To switch from one view to another:

1. Click to open the view switcher.
2. [Optional] Select the desired view you want the records in the RAID Tracker Grid to display.
3. The grid will load up to 100 records for each view but cumulative of all object records in the RAID view.

Notes:

• By default, when you open a project record the RAID Tracker is loaded in RAID view.

• When you switch view:

  • Any filters applied on the RAID view are cleared.
  • Any selected record detail in the Record Details panel is removed.
  • If the Filter Panel or Record Details panel is open it is closed.
  • Columns only related to the current view are displayed on the grid.
  • Any search term in the global search remains functional.