Add an impact to an event
Record and categorise the financial impact of an event, including confidence level and description, so it can be tracked and reported.
This guide is designed for project manager.
Steps
Step 1: Open the Add Impact dialog
From the relevant event, open the Add Impact dialog (for example by clicking an “Add Impact” or similar action) so that the impact form appears over the page.
Step 2: Choose the impact category
In the Category field, select the most appropriate impact category from the list; the chosen category badge updates to reflect your selection.
Step 3: Enter the impact amount
In the Amount field, type the positive monetary value of the impact using the displayed currency (for example GBP); the system validates that the amount is a valid positive number.
Step 4: Describe the impact
In the Description box, enter a clear explanation of what this impact relates to so others can understand the context.
Step 5: Set the confidence level
In the Confidence field, choose the level that best reflects how certain you are about the amount; the confidence badge updates to match your selection.
Step 6: Submit the impact
Click the Submit or Save button to add the impact; a loading indicator appears while the request is processed, and on success the dialog closes and the event is updated with the new impact.
Step 7: Review the updated event
After the dialog closes, review the event’s impact list or summary to confirm that your new impact has been added with the correct category, amount, and confidence.
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Last updated: 2026-02-09