Create and edit project events

Use the event dialog to record, update and classify project risks, issues and other events, including impacts, likelihood and linked items.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the event dialog

From your project workspace, select the option to add a new event or edit an existing one to open the event dialog as a pop-up window.

Step 2: Enter event title and description

In the dialog, provide a clear title and a detailed description so your team can understand what the event is about.

Step 3: Choose event nature, type and category

Select whether the event is proactive or reactive, choose the event type, and set the category that best matches the situation.

Step 4: Set likelihood and proximity

Adjust the likelihood value and select the event proximity to reflect how probable and how near in time the event is.

Step 5: Record event date

Use the date field to specify when the event occurred or is expected to occur, ensuring accurate project history and forecasting.

Step 6: Add impact items

For each impact, add a category, amount, description and confidence level to quantify how the event affects your project.

Step 7: Link related entities

Use the linked items section to connect the event to relevant entities such as tasks, risks or other records for easy traceability.

Step 8: Capture response plan and mitigation actions

Describe the planned response and list concrete mitigation actions so the team knows how to address or reduce the event's impact.

Step 9: Assign a risk owner

Select the appropriate team member as the risk owner to make someone clearly responsible for monitoring and managing the event.

Step 10: Submit and close the dialog

Review your inputs and select the option to save; the dialog will close and your event will appear in the project workspace.

---

Last updated: 2026-08-12