Review event details, impacts and links
View a full summary of an event, including key details, impacts, and related links, and access actions such as edit, delete and materialise.
This guide is designed for project manager.
Steps
Step 1: Open the event details dialog
Select an event from the events list or timeline to open its detail dialog, which appears as an overlay on the current page.
Step 2: Review core event information
In the Details tab, review the event title, description, nature, type, category, likelihood, proximity and key dates, along with any owners and response notes.
Step 3: Check financials and impact summaries
Review any financial values shown for the event, including formatted currency amounts, and scan the summary of expected versus actual impacts where available.
Step 4: Explore detailed impacts
Switch to the Impacts tab to see individual planned and actual impacts, including impact category, confidence and value, organised using the impact badges.
Step 5: Review related links
Open the Links tab to see all items linked to the event, such as workspace items or external resources, grouped by link type and relationship.
Step 6: Open linked resources
Use the open or external-link controls beside a link to navigate directly to the associated workspace item or external URL in a new view or tab.
Step 7: Materialise or promote the event
Use the materialise action, when available, to convert the event into a more concrete record or workflow item so it can be managed in more detail.
Step 8: Edit or delete the event
Use the Edit action to update the event’s information, or the Delete action to permanently remove the event after confirming the deletion prompt.
Step 9: Add links or impacts from the dialog
Where available, use Add Link or Add Impact controls to create new relationships or impact records directly from the event detail dialog.
Last updated: 2026-08-31