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Create and edit an event

Use the event dialog to create or update project events, including risks, issues, and their impacts and links.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the event dialog​

Click the control that opens the event dialog (for example, “New event” or an edit icon) and wait for the dialog window to appear in the centre of the screen.

Open the event dialog

Step 2: Enter basic event details​

In the dialog, fill in the title and description fields, then choose the event nature, type, and category from the available options to classify the event.

Enter basic event details

Step 3: Set likelihood, proximity, and occurrence date​

Adjust the likelihood value, choose a proximity option, and enter or pick the date the event occurred (or is expected to occur) so the event is properly scheduled and assessed.

Set likelihood, proximity, and occurrence date

Step 4: Add impact items​

Use the impact section to add one or more impact items by selecting an impact category, entering an amount and description, and choosing a confidence level for each impact.

Add impact items

In the links section, add links by choosing the entity type, selecting the specific entity, adding a reference, and defining the relationship to connect the event to relevant records.

Link related entities

Step 6: Define response plan and mitigation actions​

Describe how you plan to respond to the event in the response plan field and list any mitigation actions, adding separate actions as needed.

Define response plan and mitigation actions

Step 7: Assign a risk owner​

Use the risk owner field to search for and select the person responsible for managing this event.

Assign a risk owner

Step 8: Submit and close the dialog​

Click the submit or save button to create or update the event; wait for any loading indicator to finish, then confirm the dialog closes and your event appears in the event list.

Submit and close the dialog

Last updated: 2026-02-09