View and manage event details
Review a risk event’s full details, related impacts and links, and access management actions from a single dialog.
This guide is designed for project manager.
Steps
Step 1: Open the event detail dialog
Select an event from your event list or timeline to open its detail dialog, which overlays the current page without navigating away.
Step 2: Review key event information
In the Details tab, review the event type, category, nature, likelihood, proximity, dates, owners, and any configured response plan or mitigation actions.
Step 3: Inspect financials and risk indicators
Check any displayed financial figures, such as estimated or actual impact values, shown in your workspace currency along with likelihood and confidence indicators.
Step 4: Navigate to the underlying workspace item
Use the navigation control or link icon to open the underlying workspace item in a new view, so you can see the broader context and related records.
Step 5: Edit the event
Click the Edit action to open the event in edit mode, where you can update its metadata, ownership, timing, and other relevant properties.
Step 6: Add or review event impacts
Switch to the Impacts tab to review any existing estimated or actual impacts, and, where available, use the Add Impact action to record a new impact.
Step 7: Add or review related links
Open the Links tab to see existing relationships to other entities, and, if enabled, use the Add Link action to connect the event to projects, assets, or other records.
Step 8: Delete an event
Use the Delete action to remove an event that is no longer relevant; confirm the deletion when prompted, as this cannot be easily undone.
Step 9: Close the event detail dialog
When finished, close the dialog using the close button or by clicking outside the dialog to return to your previous view.
Last updated: 2026-09-01