Add actions that are required for resolving an issue or risk for a project. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

Before you begin

Role required: it_project_manager

About this task

After analyzing the risks and issues and taking a decision on how to manage those risks and issues, add an action for resolving the risk or issue to a project.

Procedure

  1. Navigate to Project > Projects > All.
  2. Select the project to which you want to add an action.
  3. From the Actions related list, click New.
  4. On the Action form, fill in the fields.
    Table 1. Action form
    FieldDescription
    Number System-generated number with a configurable prefix.
    State Current state of the action. All new action records are created with the state set to Open.

    The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped
    Priority Urgency for implementing or approving the action based on impact.
    Estimated Cost Estimated cost the action generates.
    Impact The impact on the outcome of the project if you do not implement the action.
    Approval Status of approval from the stakeholders for the action. A user with approval administrator role can only change the status of approval.
    Assigned to Primary resource assigned to implement the action.
    Due date Requested date on which the action must be approved or implemented.
    Parent The project to which this action belongs.
    Show on project status report Option to specify whether the action information should be included in the project status report.
    Short description Brief description of the action such as what the action entails, how to implement the action, who it affects, and the action outcome.

    As you start typing the title for your action, the related actions that potentially match your action title appear.

    Click the Suggestion icon (suggestion icon) to select a description from the list of predefined actions.
    Description Details of the action and its potential impact.
    Work notes Information about the action. Add work notes to communicate about the status of action approval, rejection, or implementation with other users.
  5. (Optional) If the action requires approval from other stakeholders, request approval with a due date using the Approval and Due date fields.
  6. Click Submit.

What to do next