Add an impact to an event
Add financial impacts to an event, including category, amount, description and confidence level, so costs are recorded consistently.
This guide is designed for project manager.
Steps
Step 1: Open the Add impact dialog
Open the event and choose the option to add an impact; a dialog appears showing the event name and an impact entry form.
Step 2: Choose the impact category
Use the Category dropdown to select the most appropriate impact category; each option shows a label and description, and your choice is highlighted with a badge.
Step 3: Enter the impact amount
Type the financial value of the impact into the Amount field; the currency symbol (for example GBP) is shown alongside and the amount must be a positive number.
Step 4: Describe the impact
In the Description box, add a clear explanation of what the impact relates to so others can understand the cost or saving.
Step 5: Set the confidence level
Use the Confidence dropdown to choose how certain you are about the impact estimate; a coloured confidence badge is displayed for your selection.
Step 6: Submit the impact
Select Save or Add impact to submit the form; the system validates the amount, shows any error messages if needed, and confirms when the impact has been added to the event.
Last updated: 2026-07-30