How to convert a risk to an issue

Sometimes in project management, a risk turns into an issue. When this happens, you can quickly create a new issue from your risk record. 

Whilst viewing a risk, click on the Actions button and then select Create Issue

A message will appear in the bottom right-hand corner of your screen confirming that a new issue has been created. To view the issue, navigate to the Issues section of your project. 

The following data will transfer from the risk into the new issue:

Risk Fields

Issue Fields

Risk Title (ProjectRisks.Title) Issue Title (ProjectIssues.Title)
Risk (ProjectRisks.RiskID) Issue Category (ProjectIssues.IssueRiskCategoryID)
Risk Description (ProjectRisks.RiskDescription) Issue Description (ProjectIssues.Description)
Risk Action (ProjectRisks.RiskAction) Issue Action (ProjectIssues.Action)
Risk Current Controls (ProjectRisks.CurrentControls) Issue Current Controls (ProjectIssues.CurrentControls)
Risk Consequences (ProjectRisks.Consequences) Issue Consequences (ProjectIssues.Consequences)
Risk Owner (ProjectRiskOwners.ProjectRiskOwner) Issue Owner (ProjectIssueOwners.ProjectIssueOwner)

Note: the above list is subject to the specific configuration of your site build. If you are unsure, please speak with your Site Administrator. 

Advice

  • The risk will not automatically be closed. After creating your new issue you should update the risk to reflect its closure i.e. add a ‘date closed’.