Related Records
2 minute read
You can open risks and create new risks directly from the records they relate to, without navigating to the risk register first. This makes it faster to register risks in context and to check existing risks while you are working on a project, customer account, or other record.
Supported pages
Risk navigation actions are available on the following pages:
| Page | Related Type set on the risk |
|---|---|
| Project Card / Project List | Project |
| Customer Card / Customer List | Customer |
| Vendor Card / Vendor List | Vendor |
| Resource Card / Resource List | Resource |
| Item Card / Item List | Item |
On list pages, the actions apply to the currently selected record.
Available actions
Risks
Opens the Risks page filtered to show only risks related to the selected record.
To open risks from a related record
- Open the relevant page, for example, a Customer Card or Project List.
- Select the record.
- Choose Risks from the actions.
The Risks page opens filtered to the selected record.
New Risk
Opens a new Risk Card with Related Type and Related No. pre-filled based on the selected record.
To create a new risk from a related record
- Open the relevant page.
- Select the record.
- Choose New Risk from the actions. A new Risk Card opens with
Related TypeandRelated No.pre-filled. - Fill in
Description,Owner,Likelihood, andImpact. - Navigate away or close the card, the risk saves automatically.
Tip
Creating risks from related records is faster than opening the risk register and manually filling in the relation fields. Use it when you identify a risk while reviewing a project or customer.Progressus pages
The same Risks and New Risk actions are also available on the Progressus Project Card and Project List pages. They work identically, the risk is created with Related Type set to Project and Related No. set to the selected Progressus project number.