What
Monitor risks across projects and manage individual project risks that could affect delivery, cost, schedule, or performance.
Why
Identify potential issues early, review the risks that need attention, and document mitigation or response plans.
Who
Site admins can manage risks across all projects. Project admins can manage risks on projects they administer. Standard and client users need the Add Risks project permission.
When
Use risks when you want to track possible blockers, delivery concerns, or project issues before they become active problems.

In this article

Before you start

  • The Risks feature needs to be turned on in a project's navigation before risks can be managed from that project.
  • You can view and manage risks from an individual project or from Everything > Risks.
  • The risks available to you depend on the projects you can access and your permissions in those projects.
Users need the Add Risks project permission to create and manage risks on a project.

View risks across projects

The Everything > Risks area gives you a customizable workspace for reviewing risks from every project you can access. Use it to monitor risk health, compare risk results, and prioritize risks without opening each project individually.
  1. In Teamwork.com, go to Everything.
  2. Select the Risks tab.
  3. Review the dashboard widgets and risks table.
everything risks tab full view

Risks dashboard widgets

The dashboard area summarizes key risk information before the full risks table.

everything risks area with active widgets section visible

Widget
Use it to
Active risks
See open and pending risks broken down by low, medium, and high severity.
Top 10 risks
Review the highest-priority risks across projects based on risk result.
Upcoming milestones
Review upcoming milestone dates alongside project risks to spot possible delivery issues early.

Customize your risks view

Customize your cross-project risks view by adding dashboard widgets, choosing which table columns to display, saving filters, and setting your preferred default view.
  1. Select Add widget to open the widget library.
  2. Search for or select a widget, then add it to the dashboard.
    everything risks area view with the add widget panel showing
  3. Manage a widget:
    1. Use a widget's options menu (three dots) to rename, move, or remove it.
    2. Drag a widget to reorder it in the dashboard.
    3. Use the panel options to hide dashboard cards when you want more space for the risks table.
Available widgets can include projects by health, pate projects, project updates, private notes, upcoming milestones, top 10 risks, and active risks. Some widgets or widget slots may depend on your subscription.

Find and prioritize risks

Use the toolbar in Everything > Risks to search, filter, sort, export, and customize the risks shown.

Search risks

Select Search and enter a keyword to find matching risks in the current view.

Filter risks

  1. Click Filter in the view's top right.
  2. Select relevant filter criteria to narrow the risks shown.
    everything risks view filters panel open
Filter
Use it to
Client
Show risks linked to projects for selected clients.
Project
Show risks from selected projects.
Status
Show open, pending, or closed risks.
Probability
Show risks within a selected probability range.
Impact
Show risks within a selected impact range.
Impact areas
Show risks that affect cost, schedule, or performance.
Apply multiple filters together to focus on the risks that need the most attention. Select Save filter to reuse a filtered view later.

Sort risks

Choose how to prioritize risks using the Risk result menu. You can also sort by date created, source, probability, impact, or project.

Customize risk columns

Use the column options to control which details appear in the risks table and save your preferred layout as the default view.
  1. Scroll to the risks table view.
  2. Click the plus icon on the header row's right.

  3. Toggle on (or off) columns you want to show (or hide).
  4. Drag columns in the column menu to reorder them.
  5. Set the current column setup as the default view.

Export risks

Use the view options menu to export risks from the current view. The same menu also lets you expand all mitigation plans in the risks table.
  1. Go to Everything > Risks.
  2. Apply any filters, search terms, sorting, or column changes you need.
  3. Select the options menu in the view toolbar.
    everything risks view export options menu
  4. Hover over Export.
  5. Select the export format you want to use.
The view options menu also includes an option to expand all mitigation plans in the risks table.

View risks in a project

Use a project's Risks tab to view and manage risks for that individual project.
  1. Open the relevant project.
  2. Select the Risks tab in the project's navigation menu.
  3. Review the project's risk register.project risks tab active risks table
If the Risks tab is not visible in the project navigation, open More... or check whether Risks has been enabled for the project.

Create a risk

Create risks from a project's Risks tab or from Everything > Risks. When you create a risk from Everything, you need to choose the project the risk belongs to.
  1. Go to the relevant Risks view.
  2. Select Add risk.
  3. Enter the risk source.
  4. Select one or more impact areas: Cost, Schedule, or Performance.
  5. Set the risk's probability and impact values.
  6. Choose the risk status.
  7. Add a mitigation or response plan.
  8. Select Create Risk.

Risk fields

Field
Description
Risk source
The name or source of the potential risk.
Impact areas
The areas the risk could affect: cost, schedule, or performance.
Probability
How likely the risk is to happen. Low is 1-3, medium is 4-6, and high is 7-9.
Impact
The expected effect on the project if the risk happens. Low is 1-3, medium is 4-6, and high is 7-9.
Status
The risk's current status: open, pending, or closed.
Mitigation/Response plan
The planned response if the risk happens.

Risk result

The risk result combines the probability and impact values to help you prioritize risks. Higher results usually indicate risks that need earlier attention.

Update a risk

Update a risk when its probability, impact, status, or mitigation plan changes.
  1. Go to the project's Risks tab or Everything > Risks.
  2. Locate the risk you want to update.
  3. Select the edit icon for the risk.
  4. Update the risk details.
  5. Select Update Risk Entry.

Copy risks

Copy risks from one project to another when a similar risk register is needed across projects.
  1. Open the project containing the risks you want to copy.
  2. Select the Risks tab.
  3. Select the options menu in the view toolbar.
  4. Select Copy Risks.
  5. Choose the destination project.
  6. Select Copy Risks.
  7. Confirm the action.

Delete a risk

Delete a risk when it no longer needs to be tracked on the project.
  1. Go to the project's Risks tab or Everything > Risks.
  2. Locate the risk you want to delete.
  3. Select the trash icon for the risk.
  4. Confirm the deletion.

Best practices

  • Review high-result risks regularly: Prioritize risks with higher probability and impact values.
  • Save useful filters: Save filtered views for common review workflows, such as open high-impact risks or risks for a specific client.
  • Customize your workspace: Use widgets, columns, and default views to surface the information most relevant to your role.
  • Review milestones alongside risks: Use upcoming milestone information to identify potential delivery issues early.
  • Keep mitigation plans current: Update response plans as project scope, timelines, or client needs change.