Risks

A Risk is the potential that a circumstance could arise that alters the outcome of a project, objective, or work item. Risks are tracked at the team level and within Planning Intervals.

Every risk has:

• Summary and optional Description
• Team — The team the risk belongs to, chosen when the risk is created; it cannot be changed afterwards
• Reported By — The employee who identified the risk: you, when you create it
• Reported On — When the risk was identified: the moment it was created
• Status — Open or Closed. A new risk is Open; change it with Edit
• Category (ROAM) — How the risk is being handled:
  • Resolved — The risk has been eliminated; no further action needed
  • Owned — Someone is actively managing the risk
  • Accepted — The risk is acknowledged and accepted as-is
  • Mitigated — Actions have been taken to reduce impact or likelihood
• Impact — Severity if the risk materializes (Low, Medium, High)
• Likelihood — Probability the risk will occur (Low, Medium, High)
• Exposure — Automatically calculated from Impact + Likelihood:

	Low Impact	Medium Impact	High Impact
Low Likelihood	Low	Low	Medium
Medium Likelihood	Low	Medium	High
High Likelihood	Medium	High	High

• Assignee — Person responsible for managing the risk
• Follow-Up Date — When to review the risk next
• Response — Planned mitigation actions
• Closed Date — Automatically set when status changes to Closed, and cleared when the risk is reopened

Where Risks Appear

Risks are visible in multiple places:

• PI Risks section — The risks of the PI's teams that were reported before the PI ended and not closed before it started. Open risks only, unless Include Closed is switched on. Grid columns: Key, Summary, Team, Category, Exposure, Follow Up Date, Assignee, Reported On, and Status while closed risks are included. Hide Team removes the Team column.
• Team Risks section — Risks for a specific team, with the same toggle and create capability.
• Plan Review — Within each team's view during PI planning ceremonies.
• Home — My Assigned Risks lists the open risks assigned to you, with their follow-up dates. It shows only when you have some.

Risk Detail Page

Each risk has its own page, with two sections:

• Risk — The ROAM category, highlighted among the four; the Description and Response; and an Evaluation matrix placing the risk by impact and likelihood
• Activity — The risk's recorded history

The risk's exposure shows as a tag beside its name. The details panel shows the Assignee, the Follow-Up Date — with how many days remain, or how many days it is overdue, while the risk is open — Reported By, Reported On, Closed, and the team. Edit changes everything but the team.

Common Tasks

Creating a Risk

1. Navigate to a PI's Risks section, or a team's Risks section
2. Click Create Risk
3. Choose the Team and enter Summary, Category, Impact, and Likelihood
4. Optionally add a Description, an Assignee, a Follow Up date, and a Response

Creating a risk needs the Create Risks permission and your account to be linked to an employee, since the risk records who reported it. Changing one needs Update Risks.

Managing Risks

• Update Category as risk handling evolves (e.g., from Owned to Mitigated)
• Update Status to Closed when the risk is resolved — the Closed Date is set automatically
• Use the Follow-Up Date to schedule periodic reviews
• Use the Include Closed toggle to review historical risks
• Open a risk's Activity section to see how it was handled over time: edits, ROAM category changes, reassessments, reassignments, follow-up dates, and when it was closed or reopened. See Activity Log.