The Risk analysis window gives you a place to see the information about risks that you might be interested in.  What you see varies depending on the Scope of data currently selected (i.e. the project, all my risks, risks for PM in the portfolio) and the View being used (i.e. top 10 risks by value, risks with probability >50% etc).

It is important to remember that this is not a place for adding, editing or updating risks, this is done by working on the original source file in the document management area of the project.  Here you can analyse, print and export data about the risks topic.

The presentation usually consists of a risk table at the top and a risk list in the centre, optionally there may be a responses pane at the bottom, for further details on a particular risk double click on it in the risk list.  The risk details form as shown below provides all the details available for that risk, if the risk comes from a Planner file then the data set may be much more complete and include responses.

Focussing now on the menus of the risk form.  Firstly we look at the main menu.

  • File  - offers a close option for the form.
  • View Risk... - opens the currently selected risk
  • Charts... - Opens the charts pane as shown below with its five chart types (to use them right click to copy to dashboard)
  • Print - enables you to set up and then send to print the currently displayed data
  • Export - enabled you to extract the currently displayed data either as images or data to file or to clipboard.
  • Refresh - refreshes the data without changing any of the settings.


Next is the Scope of data form which allows the avialable data for analysis to be changed.  When a scope which includes selecting specific users is selected an additional form to to this user selection can be accessed from the 'select users' link.  A combination of users can be picked from the list, or searched by name, project role etc.

The final menu is the view menu (shown here in two parts)

Here the user can select the View they wish to apply to the data and see the currently applying view.  further choices are as follows:

  • Edit view - this is a topic in its own right.
  • Filter on/off - Blue outline tells you a filter is being applied, to turn it off (but retain the other display aspects of the view) click it.
  • Edit Filter - to jump to the filter part of the edit view form, see more complete edit view topic.
  • Reset View - the currently displayed view may have been edited with flter changes, display and timscale changes etc.  this will return it to the original view settings.
  • Reset sort - as usual, clicking on column headers changes the sorting of data columns, this will return it to the specification in the view.
  • Reset Columns - drag and drop using headers can change column displays (useful if exporting for analysis) this will reset any manual changes to the view.
  • Save as... - save the current configuration as a new view (Global, Project or User depending on your permissions) to be reused later or to take this configuration into use in a report.