Adding and managing risks
Capture risks quickly with just a title, then build out full details on the risk detail page. This guide covers both approaches and walks through every field and tab.
Quick capture
Click Add risk from the risk register. Enter a descriptive title and confirm. The risk is created in Draft status with the title as the only required field.
Write titles as short event statements. For example: "Supplier delays construction materials" or "Key staff member leaves during execution".
Risk detail page
Click any risk in the register to open its detail page. The page is organised into three tabs: Details, Bow-tie, and Assessment. Changes save automatically as you edit.
Details tab
Required. A clear, descriptive name for the risk.
Select from a two-level dropdown (category and optional subcategory).
Select a team member. The owner is responsible for monitoring and driving measures for this risk.
Choose your response strategy (Treat, Transfer, Tolerate, Terminate) and who bears responsibility (Contractor, Client, Shared).
Set the Next review date, plus optional Start and End dates for the risk window. Dates can also be set relative to project phases.
Bow-tie tab
The bow-tie visualises the relationship between causes, the risk event, and its effects.
Add cause events on the left and effect events on the right of the risk.
Attach preventive measures to causes and corrective measures to effects to show your response strategy.
Assessment tab
Score your risk with Current and Target assessments to track improvement over time.
Choose a scoring method: single-point estimate or triangular distribution (min/mode/max).
Rate how likely the risk is to occur.
Score impact across multiple dimensions (Financial, Schedule, HSE, Reputational, Quality) as configured for your project.
Changes save automatically as you edit. Use the tabs to switch between different aspects of the risk.
Risk properties reference
A complete reference of every field available when creating or editing a risk.
Title*
A concise, descriptive name. This is the only required field for Quick Add.
Category & subcategory
Two-level classification. Select a main category, then optionally a subcategory for more precise grouping.
Occurrence phase
The project phase when this risk is most likely to materialise (e.g., Planning, Execution, Closeout).
Owner
A team member responsible for monitoring and acting on this risk. Shown with avatars in the dropdown.
Control type
Your response strategy: Tolerate, Treat, Terminate, or Transfer.
Allocation
Who bears responsibility: Contractor, Client, or Shared.
Key dates
Next review (when to reassess), Start date (risk window begins), End date (risk window closes). Can be set as absolute or relative to phases.
Tags
Free-form labels for filtering and organising risks (e.g., "critical-path", "vendor", "safety").
See also
- Probability & impact scoring — score your risks on the Assessment tab
- Understanding bow-ties — model causes and effects on the Bow-tie tab
- Creating measures — attach measures to your bow-tie connections