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Manage project risks and incidents

Use the Events section to review, filter, and act on project risks and incidents, including viewing details, adding impacts and links, and materialising events.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Events section​

From your project workspace, open the Events section to see a combined list of all risks and incidents for the selected project.

Open the Events section

Step 2: Switch between all events, risks, and incidents​

Use the view mode controls or tabs to switch between viewing all events together, risks only, or incidents only, so you can focus on the type of event you need to manage.

Switch between all events, risks, and incidents

Step 3: Apply filters to focus on specific events​

Use the event filters to refine the list by criteria such as status, owner, date range, or event type; the list updates immediately to show only matching events.

Apply filters to focus on specific events

Step 4: View full details of an event​

Select an event from the list to open its detail dialog, where you can review its description, context, current status, and any associated metadata.

View full details of an event

Step 5: Materialise a potential risk into an active event​

For suitable items, use the materialise action to convert a potential or draft risk into an active event, confirming the key details in the materialisation dialog.

Materialise a potential risk into an active event

From the event actions menu, open the Add link dialog to attach related workspace items or documents, helping you keep evidence and context connected to the event.

Add links to related project items

Step 7: Record additional impacts for an event​

Use the Add impact option to record further cost, time, safety, or quality impacts against the selected event, so its consequences are clearly documented.

Record additional impacts for an event

Step 8: Create a new event​

Use the create event button to open the event dialog, select the appropriate event nature and type, fill in the required details, and add the new risk or incident to the register.

Create a new event

Step 9: Review events on the risk matrix​

Open the risk matrix view to see how events are distributed by likelihood and impact, helping you prioritise which risks or incidents to address first.

Review events on the risk matrix

Step 10: Use AI assist to seed or review events​

When available, start an AI assist task to identify new value-engineering opportunities or contractual risks, review the suggested events, and choose which to keep.

Use AI assist to seed or review events

Open the register preview dialog from the Events section to review generated risk register documents and confirm they reflect the current set of events.

Preview related risk register documents

Last updated: 2026-07-30