Adding Risks and Issues to an Active Project in TeamDynamix

Quick Links: | When to Add Risks and Issues | Adding Risks and Issues in a TeamDynamix Project | Adding Risks from the Project Risks Register | Adding Issues from Project Issues | Adding an Issue from a Project Card Wall or Project Task |

When to Add Risks and Issues

Risks are potential problems that might occur in the future and could negatively impact the project. It's crucial that risks be added as soon as they are identified so preventive measures can be taken or contingency plans can be made.

Issues are problems that are currently affecting the project. They should be added to the project as soon as they occur. It's crucial to identify and resolve issues as soon as possible to prevent them from impacting the project timeline or results.

Both risks and issues should be continuously monitored and updated throughout the project lifecycle. The status, impact, and plan for dealing with each risk or issue should be regularly updated to ensure everyone involved in the project is aware of the current situation and what is being done to address it.

Adding Risks and Issues to a TeamDynamix Project

1. Navigate to your Project: Go to the Projects tab in TDNext and select the project you want to add risks or issues to.  If you cannot see the project, ask the project manager for a resource in the project first.

2. Access Project Risks/Issues Section: On the project page, locate and select either "Issues" or "Risk Register" found in the left side menu.

 

Adding Risks from the Project Risk Register

1. Select 'New Risk': Within the 'Risks' section, select the 'New Risk' button.

2. Fill in the Risk Details: Provide information about the risk, such as its title, description, and the probability of it occurring. Also, indicate the impact it would have on the project if it does occur. See the definitions below to explain the different Risk Statuses. 

 

Risk Status Definitions

Identified - A potential risk has been recognized and documented but has not yet undergone formal evaluation. Use this status when a risk is first discovered or reported.

Assessed - The risk has been analyzed and evaluated for its potential impact and likelihood. Risk assessment details, severity levels, and preliminary response strategies have been determined. Select this status after completing the risk analysis process.

Realized - The risk event has occurred and is now an active issue requiring immediate attention and response. This status indicates the risk has materialized and moved from potential to actual. If the risk is realized, an issue will have to be created. 

Mitigated - Actions have been taken to reduce, control, or eliminate the risk's impact or likelihood. The risk remains under monitoring, but mitigation measures are in place and effective. Use this when risk response strategies have been successfully implemented.

Closed - The risk has been fully resolved, eliminated, or is no longer relevant to the project or organization. All associated activities are complete, and no further monitoring is required. Select this status only when the risk lifecycle is entirely finished.

**Choose the status that most accurately reflects where the risk currently stands in its lifecycle, from initial identification through final resolution. There should be regular reviews of the risks during the project lifecycle.

3. Assign the Risk: If appropriate, assign the risk to a project member who will be responsible for managing it.

4. Save the Risk: After filling in the details, select 'Save'.

Adding Issues from the Project Issues

1. Select 'New Issue': Within the 'Issues' section, select on the 'New Issue' button.

2. Fill in the Issue Details: Provide information about the issue, such as its title, description, and impact on the project.

   • If the issue is initiated because of a realized risk, you can assign the risk to the issue

3. Assign the Issue: If appropriate, assign the issue to a project member who will be responsible for addressing it.

4. Save the Issue: After filling in the details, select 'Save'.

Adding an Issue from a Project Card Wall or Project Task

1. Navigate to the Project Board: Once logged in, navigate to the Projects tab from the dashboard. Locate and select the project you wish to work on.

2. Access the Card Wall or Project Task: Inside the project, find and select 'Card Wall' if you're working from the card wall, or 'Tasks' if you're working from a list of tasks.

3. Select a Card or Task: Select a card from the card wall or select a task from the task list to open it.

4. Create an Issue from a Card or Task: Inside the card or task, look for the 'Create Issue' option. It might be located under a menu or represented by a specific icon, depending on your version of TeamDynamix. Select it to create a new issue.

5. Fill in the Issue Details: Provide information about the issue, such as its title, description, and impact on the project. If possible, provide as much detail as you can to help the team understand the problem.

6. Link the Issue to the Card or Task: The issue will automatically be linked to the card or task you created it from, providing a clear reference to the source of the issue.

7. Assign the Issue: If appropriate, assign the issue to a project member who will be responsible for addressing it.

8. Save the Issue: After filling in the details, select 'Save' to add the issue to the project.

By adding an issue directly from a card or task, you can save time and ensure the issue is linked to the relevant work. This can help the team prioritize and address issues more effectively. 

 Still need help? Contact IT Support Services for further assistance.
  
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