Overview

This help article describes the Risks and Opportunities screen of the Project Management Project Info Tab. 


Click on Add Risk or Add Opportunities . A new blank line item will appear. Click into each column of the line item and fill in the information or choose an option from the dropdown menu. To delete a risk, click on the red cross on the right side of each line item. To export the risks as an Excel spreadsheet, click on Export in the top menu. To upload data, click on the Data Upload button in the top menu, and a new window will appear. Click on Export to Excel to initiate the download of an Excel template. Fill out this template, then browse for it, and upload it.