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 RAID objects in the RAID Tracker, select a record and click Record Details to open the Record Details panel. By default, you can view the following details for all the RAID objects:

  • Name
  • Date Raised
  • Owner
  • Description

When no field set is selected in the RAID object's custom fields field set, these fields are displayed. If a field set is selected in any of them, only the fields from the selected set are shown in the Record Details panel. The following Lightning component properties are available:

  • Risk Custom Fields Field Set
  • Action Custom Fields Field Set
  • Assumption Custom Fields Field Set
  • Issue Custom Fields Field Set
  • Decision Custom Fields Field Set
  • Dependency Custom Fields Field Set

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 Close Button on the panel or click Record Details again.

Notes:
  • 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 appear.
  • The RAID grid will automatically reload if there are changes to any RAID record while you are in view mode.

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 Filters 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 Filters or Close Button to close the filter panel.
Notes:
  • 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.
  • When you filter in the RAID view by a specific status, it displays all relevant RAID objects' records. For example, selecting Closed displays all risks and dependencies with the Closed status.

For more information, see RAID Tracker Lightning Component Fields

Switching Views

You can use Change View to switch views in the RAID Tracker to display specific RAID records in the grid. The following views are available:

  • RAID view
  • Risks view
  • Actions view
  • Assumptions view
  • Issues view
  • Decisions view
  • Dependencies view

To switch from one view to another:

  1. Click Change View 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 the cumulative of all object records in the RAID view.

When you switch views, columns in the RAID grid change dynamically based on the selected view. By default, the following column headers are displayed in the respective views:

  • Raid view: RAID Type, Name, Owner, Date Raised, Likelihood, Impact, Priority, Severity, Status, Milestone, and Date Closed.
  • Risk view: Name, Owner, Date Raised, Likelihood, Impact, Severity, Status, Milestone, and Date Closed.
  • Action view: Name, Owner, Date Raised, Status, Milestone, and Date Closed.
  • Assumption view: Name, Owner, Date Raised, Likelihood, Impact, Severity, Status, Milestone, and Date Closed.
  • Issue view: Name, Owner, Date Raised, Likelihood, Impact, Severity, Status, Milestone, and Date Closed.
  • Decision view: Name, Owner, Date Raised, Impact, Priority, Status, Milestone, and Date Closed.
  • Dependency view: Name, Owner, Date Raised, Status, Milestone, and Date Closed.
Notes:
  • By default, when you open a project record, the RAID Tracker is loaded in RAID view.
  • If a field set is selected, only the fields from the selected set are displayed. This selection uses the same Lightning component properties available for the record details panel.

  • When you switch view:

    • Any filters applied to 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.
    • Any search term in the global search remains functional.

Inline Editing

You can edit RAID tracker fields in individual RAID object views. To edit the fields in RAID Tracker:

  1. Switch to the desired view. The following views support editing:

    1. Risks view
    2. Actions view
    3. Assumptions view
    4. Issues view
    5. Decisions view
    6. Dependencies view
  2. Double-click the field you want to edit, or select the cell and press enter
  3. Edit the field value
  4. Click Save
Notes:
  • The Severity field automatically updates when you change the Priority, Likelihood, or Impact fields.
  • The RAID tracker grid subtext shows unsaved changes until you click Save.
  • indicates that the field is non-editable.
  • If you switch views or reload without saving, the Unsaved Changes window opens, indicating that you need to click Continue Editing, Discard and Continue, or Save and Continue as required.