Add decisions for a project

As a project manager, develop a plan to manage risks and issues proactively with solutions. Add the solution for a risk or issue to a project in the form of a decision. You can also convert a risk or an issue to a decision or a decision to an action or a request change.

Before you begin

Role required: it_project_manager

Procedure

1. Navigate to Project > Projects > All.
2. Select the project to which you want to add a decision.
3. In the Decisions related list, click New.
4. On the Decision form, fill in the fields.

   Table 1. Decision form

   Field	Description
   Number	System-generated ID number with a configurable prefix.
   State	Current state of the decision. All new decision records are created with Open state. The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped
   Priority	Urgency of approving or implementing the decision based on possible impact.
   Decision status	Status of the decision. The available options are: Pending, Approved, and Rejected.
   Impact	Impact on the outcome of the project if you do not implement the decision.
   Approval required	Option for determining whether approval of the decision is required.
   Estimated Cost	Estimated cost of implementing the decision.
   Due date	Requested date on which the decision must be approved or implemented.
   Assigned to	Primary resource assigned to work on the decision. The default value is the name of the user creating the decision record.
   Parent	Project number to which this decision belongs.
   Show on project status report	Option to specify whether the decision information should be included in the project status report.
   Short description	Brief description of the decision such as what the decision is about, who made it, what it affects, and the decision outcome. As you start typing the title for your decision, related decisions that potentially match your decision are displayed. Click the Suggestion icon () to select a description from the list of predefined decision descriptions.
   Description	Details of the decision and its potential impact.
   Work notes	Information to record and track the status of decision implementation or approvals.

5. Optional: Search in the knowledge base for any article related to the decision.
   1. Click the search knowledge icon ().
   2. If you find relevant articles, click the title of an article to view its content.
   3. If you want to include the content of the article in the issue, click Attach to Decision.
      The article content is copied in to the Description field of the Decision form. You can modify the text if necessary.
6. Click Submit.

What to do next

• Convert a decision to an action or request change and close the decision. For more information, see Convert one RIDAC (Risk, Issue, Decision, Action, and Request Changes) record to another for a project.
• Associate the decision with your existing issues and risks 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.