Is it possible to add standard risks to a project template?

Mat10
Tera Contributor

‎02-27-2024 07:53 PM

When we were tracking risks in a spreadsheet we had a template with ten standard risks that we wanted all of our projects to track.

Now that we're in SPM I'd like to add these to the project template so that when I create a new project it is already populated with the standard risks.

How do I do that? They don't save when I go to a project with risks and save it as a template.

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Community Alums
Not applicable

‎02-27-2024 08:34 PM

Hi @Mat10 ,

There is no direct approach OOTB bit the most close one i can think of is while creating the Project template, you can add in "DATA" section where choose field option :

SandeepDutta_0-1709094838417.png

 

 

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Mat10
Tera Contributor
In response to Community Alums

‎02-28-2024 08:04 PM

Thanks, that seems to offer fields from the pm_project table and related tables but I can't figure out how to dot walk to the risks table from there.

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PunithaDinesh
Tera Contributor

‎08-20-2025 06:51 AM

Hi,Did you by any chance solved this ?

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