Add actions for a project

Add actions that are required for resolving an issue or risk for a project. You can also convert a risk, issue, or decision to an action based on your analysis and plan for resolution of a risk or issue.

Before you begin

Role required: it_project_manager

About this task

After analyzing the risks and issues and taking a decision on how to manage those risks and issues, add an action for resolving the risk or issue to a project.

Procedure

1. Navigate to Project > Projects > All.
2. Select the project to which you want to add an action.
3. From the Actions related list, click New.
4. On the Action form, fill in the fields.

   Table 1. Action form

   Field	Description
   Number	System-generated number with a configurable prefix.
   State	Current state of the action. All new action records are created with the state set to Open. The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped
   Priority	Urgency for implementing or approving the action based on impact.
   Estimated Cost	Estimated cost the action generates.
   Impact	The impact on the outcome of the project if you do not implement the action.
   Approval	Status of approval from the stakeholders for the action. A user with approval administrator role can only change the status of approval.
   Assigned to	Primary resource assigned to implement the action.
   Due date	Requested date on which the action must be approved or implemented.
   Parent	The project to which this action belongs.
   Show on project status report	Option to specify whether the action information should be included in the project status report.
   Short description	Brief description of the action such as what the action entails, how to implement the action, who it affects, and the action outcome. As you start typing the title for your action, the related actions that potentially match your action title appear. Click the Suggestion icon () to select a description from the list of predefined actions.
   Description	Details of the action and its potential impact.
   Work notes	Information about the action. Add work notes to communicate about the status of action approval, rejection, or implementation with other users.

5. Optional: If the action requires approval from other stakeholders, request approval with a due date using the Approval and Due date fields.
6. Click Submit.

What to do next

• Convert an action to a request change and close the action. For more information, see Convert one RIDAC (Risk, Issue, Decision, Action, and Request Changes) record to another for a project.
• Associate the action with your existing risk, issue, and decision records so you can track dependencies and recognize trends for future. For more information, see Associate existing RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project.