Set up the project team and risk register

The project's Team & risks tab holds two lists: who works on the project, and what could go wrong.

The team

1. Open the project's Team & risks tab.

2. Choose a person, choose their Role (Project manager, Engineer, Site engineer, Controls engineer, Procurement, Accountant or Viewer), and select Add.

3. Change a role in its list, or remove a person with the bin.

The project's manager always appears at the top, even when not added. You need Projects - Manage Project Team to change the team.

People see only their projects

If your company switched on People see only their projects in Projects › Process Settings, a user sees a project only when they manage it or are on its team: in the project list, the project pickers, contracts and their variations, certificates, material requests, material issues, site diaries and subcontracts. Opening one of these by its link answers that it cannot be found. Employees always see their own timesheets. Groups that have Projects - See All Projects keep seeing every project; every existing group has it, so switch it off for the groups that should see their own projects only.

The risk register

1. Under Risk register, type the risk, choose its category (technical, commercial, schedule, safety, other), and give a probability and an impact from 1 to 5.

2. Select Add risk. The score is probability × impact: from 8 it shows amber, from 15 red.

3. As the risk is handled, change its status to Mitigated or Closed.

Review the register weekly. You need Projects - Manage Risk Register to add or change risks. Gate G4 needs at least one risk recorded.