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How to Identify, Assess, and Track Risks in Easy8

Introduction

The Risk Management module in Easy8 allows teams to manage project risks in a structured and visual way. You can identify risks, evaluate them using customizable metrics, and monitor them throughout the project lifecycle—either on a project level or across all projects globally.

Target Audience

  • User

Prerequisites

  • Risk Management module enabled
  • User has appropriate permissions to view or manage risks
  • Risks module activated in the project settings (for project-level usage)

Steps

1. Access the Risk Management Module

  • For project-level risks, go to your selected project > click the Risks tab
  • For global-level risk oversight, use the Global menu > select Risks

Make sure the Risks module is enabled under Project Controls > Modules if accessing it on a project.

2. Identify New Risks

  • Use the Add risk button
  • Enter key risk attributes:
    • Name – short description of the risk
    • Category – the risk type (e.g., technical, external)
    • Status – current state in the risk lifecycle
    • Probability – estimated likelihood the risk will occur
    • Impact – estimated level of consequence
    • Severity – calculated by combining probability and impact
    • Response – planned action (e.g., avoid, mitigate, accept)
    • Assignee – responsible person
    • Description – full details

3. Assess the Risk

  • Risk severity is automatically calculated based on defined Probability and Impact values
  • The risk matrix visually maps each risk’s severity level using color coding (e.g., red = high)
  • You can customize matrix definitions under Administration > Categories

4. Track and Monitor Risks

  • Risks are listed with sorting and filtering options
  • Use filters for category, severity, assignee, or project to focus on specific risks
  • Charts and status indicators give a quick overview of risk health
  • On the global page, risks from all projects can be compared and analyzed for portfolio-wide management

Summary

Easy8’s Risk Management module helps you systematically identify, evaluate, and monitor risks. Whether managing a single project or an entire portfolio, this tool supports proactive risk response and better project outcomes.

Further Reading

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