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EPM 2010 Generate risks or issues RRS feed

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    Hello,

    Is it possible to define some rules into EPM and if the rule has been throw (Ex: Work estimate has been increase and the end date of the project is not like it was defined at the beginning of the project) generate a Risk or Issue into PWA ?

    How can we create that kind of  Risk or issue ?

    Or what's the purpose of Risk and Issue if we cannot manage it automatically ?

    Thank you,

    Math

    Tuesday, March 13, 2012 10:50 AM

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    Hi Math,

     

    Like if something change for the selected tasks, you should see a different color or status updated for that risk ?- No, It doesn't behave like this.

    For the standard project management practice, we try to identify the project Issues/Risks.
    A risk is an event or situation that may negatively impact a project, if it occurs. In contrast, issues are events that are already happening. Risks can become issues if they are not addressed effectively. By actively identifying, analyzing, and addressing your project issues and risks, We can help guide our project to a successful conclusion.

    Or you can associate an alert to the risk and receive an email when the task information changed. - No,
    You can create a risk but that may not be attached to any task. You get the notification alert when something/anything changes in risk (when you subscribe the alerts). Associating the Risk/issue to task is somthing you identify when you manage a project. As a PM, You may think that during this activity(TAsk), you may have the Risk but when you are already executing a task & see something which is impacting the project, that is an issue.

    task information changes alert comes from PWA when a resource is assigned to a task & PM changes something in planned task & publish the same so the resource will get the notification email that something has changes (may be assigned hours/dates etc)

    Hope that helps.

    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    • Proposed as answer by Manish M Upadhyay Friday, March 16, 2012 9:30 AM
    • Marked as answer by Fix_105 Friday, March 16, 2012 1:21 PM
    Friday, March 16, 2012 9:22 AM
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    Hi Math,

      It's really difficult to define Issue & Risks (It depends organizations wise:::-)

      But I will try to give a definition, (as I understand):-

      Risk:-- Risk is a future event that may have an impact on triple constraint(Budget, scope and schedule).

      Issue:-- An issue is present problem or concern influencing triple constraints.

      ANd it should always be noted that a risk (as of now) can become an issue at a later stage, if not taken care of early.

    [So as I say it should be identified by Project Members]

    =====I cannot see any menu regarding on how to manage / create the risk.===

    1. Open PWA Site.

    2. Open 'Project Center'.

    3. Select the project (for which Risk is to be generated.)

    4. Click on 'Project Site' (In Ribbon)

    5. 'Project Site HOme Page' will be opened.

    6. You can add Issues/Risks/Deliverables from here in your project.(Add New Item under Risk)

    I think the information might be helpful for you. Keep smiling.

    Regards

    Manish

    • Marked as answer by Fix_105 Friday, March 16, 2012 1:21 PM
    Friday, March 16, 2012 9:23 AM

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    Hi Math,

    EPM- Project Server 2010 gives you the ability to manage Risks and Issues out of the box, if we can make things actionable we can track if they are happening.So they have needed the ability to create a number of actions from any issue or risk, which can then be managed independently. It's the PM's responsibility to identify the Issues/Risks & create these in project site. You can also associate these with the project tasks, I agreed with you though the process is not automated but there is a possibility from Project Server customized solution when you see any specific rule, you can create issue/risk based on your logic.

    If you are from development background, You can write a projects erver event handler on Published action (OnPublished) & check the Work estimate change, create an item in respective project site's Issues/Risks.

    here are some useful link about projects erver event handlers:
    http://technet.microsoft.com/en-us/library/gg982976.aspx

    http://msdn.microsoft.com/en-us/library/gg615466.aspx

    You can download the project 2010 SDK & see the Samples on Eventhandlers.
    http://www.microsoft.com/download/en/details.aspx?id=15511

    Hope that helps.

    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Tuesday, March 13, 2012 11:29 AM
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    Hi Math,

    As per I think 'Issues & Risks' in general are Business Management concepts, and should not be generated using some Rules. These should be raised only by the team leads or managers in respective situations, as per there organization's best practices or work enviornment.

    So as of I know may be, issues & Risks are not manageable automatically.

    Regards

    Manish

    Tuesday, March 13, 2012 11:30 AM
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    Do you have any information / document about Risk and how is it working and how to create a risk ?

    Who can create a Risk ?

    I m an administrator and I cannot see any menu regarding on how to manager / create the risk.

    Thanks for your help,

    Math

    Thursday, March 15, 2012 4:34 PM
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    Hello,

    I have found information about how to create Risk and Issue and how to associate the Risk to a specific task in a project.

    Now my question is more a confirmation request :) (To be sure that a i'm understanding the concept of the risk)

    Is the purpose of the risk to define some Rule: Like if something change for the selected tasks, you should see a different color or status updated for that risk ?

    Or you can associate an alert to the risk and receive an email when the task information changed.

    Did I understand the concept ?

    Thanks,

    Math

    Friday, March 16, 2012 9:09 AM
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    Hi Math,

     

    Like if something change for the selected tasks, you should see a different color or status updated for that risk ?- No, It doesn't behave like this.

    For the standard project management practice, we try to identify the project Issues/Risks.
    A risk is an event or situation that may negatively impact a project, if it occurs. In contrast, issues are events that are already happening. Risks can become issues if they are not addressed effectively. By actively identifying, analyzing, and addressing your project issues and risks, We can help guide our project to a successful conclusion.

    Or you can associate an alert to the risk and receive an email when the task information changed. - No,
    You can create a risk but that may not be attached to any task. You get the notification alert when something/anything changes in risk (when you subscribe the alerts). Associating the Risk/issue to task is somthing you identify when you manage a project. As a PM, You may think that during this activity(TAsk), you may have the Risk but when you are already executing a task & see something which is impacting the project, that is an issue.

    task information changes alert comes from PWA when a resource is assigned to a task & PM changes something in planned task & publish the same so the resource will get the notification email that something has changes (may be assigned hours/dates etc)

    Hope that helps.

    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    • Proposed as answer by Manish M Upadhyay Friday, March 16, 2012 9:30 AM
    • Marked as answer by Fix_105 Friday, March 16, 2012 1:21 PM
    Friday, March 16, 2012 9:22 AM
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    Hi Math,

      It's really difficult to define Issue & Risks (It depends organizations wise:::-)

      But I will try to give a definition, (as I understand):-

      Risk:-- Risk is a future event that may have an impact on triple constraint(Budget, scope and schedule).

      Issue:-- An issue is present problem or concern influencing triple constraints.

      ANd it should always be noted that a risk (as of now) can become an issue at a later stage, if not taken care of early.

    [So as I say it should be identified by Project Members]

    =====I cannot see any menu regarding on how to manage / create the risk.===

    1. Open PWA Site.

    2. Open 'Project Center'.

    3. Select the project (for which Risk is to be generated.)

    4. Click on 'Project Site' (In Ribbon)

    5. 'Project Site HOme Page' will be opened.

    6. You can add Issues/Risks/Deliverables from here in your project.(Add New Item under Risk)

    I think the information might be helpful for you. Keep smiling.

    Regards

    Manish

    • Marked as answer by Fix_105 Friday, March 16, 2012 1:21 PM
    Friday, March 16, 2012 9:23 AM
  • Question
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    Hi Math,

    Like if something change for the selected tasks, you should see a different color or status updated for that risk ?- No, It doesn't behave like this.

    For the standard project management practice, we try to identify the project Issues/Risks.
    A risk is an event or situation that may negatively impact a project, if it occurs. In contrast, issues are events that are already happening. Risks can become issues if they are not addressed effectively. By actively identifying, analyzing, and addressing your project issues and risks, We can help guide our project to a successful conclusion.

    Or you can associate an alert to the risk and receive an email when the task information changed. - No,
    You can create a risk but that may not be attached to any task. You get the notification alert when something/anything changes in risk (when you subscribe the alerts). Associating the Risk/issue to task is somthing you identify when you manage a project. As a PM, You may think that during this activity(TAsk), you may have the Risk but when you are already executing a task & see something which is impacting the project, that is an issue.

    task information changes alert comes from PWA when a resource is assigned to a task & PM changes something in planned task & publish the same so the resource will get the notification email that something has changes (may be assigned hours/dates etc)

    Hope that helps.

    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Hello Amit,

    When you say: "Risk is an event or situation that may negatively impact a project" - > That's what I need. So I created two tasks for a specific project. Now, i would like to understand how to change the risk, how to alert the pm that the risk is now an issue because the budget or the scope or the schedule has been changed.

    I attached my risk to a specific task, is that mean when i will change the actuals (greater than the planned), the PM will be informed trough the Risk ?

    Thanks,

    Math

    Friday, March 16, 2012 9:31 AM
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    Hi Math,

    To achieve this, You will need to do a custom development on your risk form/EPM eventhandlers. Out of box functionality will not be able to alert the PM if the risk has become an issue.

    For example : Once the actuals are greater than planned (may ba baseline 0,1..etc), you can write the custom job/eventhandler solution using Visual studio development  which will send alert to PM.

    Hope that helps.

    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Friday, March 16, 2012 10:01 AM