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 risks in the Risk Register. Once created here, categories and types are assigned to individual projects via the Risk Register Setup tab in Edit a Project.Permissions
Administrator role required.Risk Categories
Risk categories are the top-level classification for risks. Examples might include: Technical, Cost, Schedule, External, Organizational.Risk Category Fields
| Field | Description | Required |
|---|---|---|
| Name | The category label shown in the Risk Register | Yes |
Managing Categories
- Add — Click Add Risk Category, enter the name, and save.
- Edit — Click a category row to edit its name.
- Delete — Remove a category. If the category is assigned to risks in the Risk Register, those risks will lose their category assignment.
Risk Types
Risk types provide a secondary classification within categories. Examples might include: Design Risk, Supplier Risk, Regulatory Risk, Funding Risk.Risk Type Fields
| Field | Description | Required |
|---|---|---|
| Name | The type label shown in the Risk Register | Yes |
Managing Types
- Add — Click Add Risk Type, enter the name, and save.
- Edit — Click a type row to edit its name.
- Delete — Remove a type.
Assigning to Projects
Creating a risk category or type here makes it available globally, but it does not automatically appear in any project’s Risk Register. To make categories and types available for a specific project, assign them in the Risk Register Setup tab when editing the project.