Overview
The Risks admin page is where administrators define the master lists of risk categories and risk types that are available for selection when users add or edit risks in the Risk Register.
- Risk Categories classify what area of the project a risk affects (e.g., Technical, Cost, Schedule, External).
- Risk Types provide a secondary classification within a category (e.g., Design Risk, Supplier Risk, Regulatory Risk).
Once created here, categories and types are assigned to individual projects via the Risk Register Setup tab in Project Settings. They do not appear in a project’s Risk Register until assigned.
Permissions
Administrator role required.
Page Layout
The Risks page displays two side-by-side panels:
- Risk Categories (left panel): the top-level classification list
- Risk Types (right panel): the secondary classification list
Each panel contains a DevExpress grid with a filter row for searching by name, and an Add button below the grid.
Risk Categories
Risk Category Fields
| Field | Description | Required |
|---|
| Name | The category label shown in the Risk Register dropdown | Yes |
Adding a Risk Category
- Click Add a New Risk Category.
- Enter the Name.
- Click Save & Close or Save & Add Another to save and immediately open a blank form for the next category.
Editing a Risk Category
Click the Edit (pencil) icon on any category row. The modal reopens pre-filled with the current name. Edit the name and save.
Deleting a Risk Category
Click the Delete (trash) icon on any category row. A browser confirmation dialog asks you to confirm before the deletion proceeds.
Deleting a risk category removes it from the global list. Any risks in the Risk Register that had this category assigned will lose their category value.
Risk Types
Risk Type Fields
| Field | Description | Required |
|---|
| Name | The type label shown in the Risk Register dropdown | Yes |
Adding a Risk Type
- Click Add a New Risk Type.
- Enter the Name.
- Click Save & Close or Save & Add Another.
Editing a Risk Type
Click the Edit (pencil) icon on any type row. The modal reopens pre-filled. Edit the name and save.
Deleting a Risk Type
Click the Delete (trash) icon on any type row. A browser confirmation dialog asks you to confirm.
Deleting a risk type removes it from the global list. Any risks in the Risk Register that had this type assigned will lose their type value.
Assigning to Projects
Creating a risk category or type here makes it available in the global list, but it does not automatically appear in any project’s Risk Register. To make categories and types selectable for a specific project, assign them in the Risk Register Setup tab when editing the project in Project Settings.
Risk categories and types have no Locked or Shared behavior; they are simple global lists with no per-project instances. Changes (including deletions) take effect immediately across all projects using them.
Impact on the Rest of the System
| Change | Downstream Effect |
|---|
| Add a category or type | Becomes available to assign to projects in Project Settings |
| Edit a category or type name | Name updates immediately in the Risk Register dropdowns for all projects using it |
| Delete a category or type | Removed from global list; existing risks that used it lose their category/type value |
