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Risk Management · Available now

Keep project risks visible through the next decision.

A project manager records each risk against a project, names an owner, scores likelihood and impact, and writes the mitigation. The risk register gives the delivery lead a place to review open exposure beside project status, dated checkpoints and assigned work.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive Projects
Risk Management · Projects

Active Projects

Projects in one list

New project
Projects in view
6
Total risk count
118
Active
6
Project codeProject nameStatusOwnerStart dateEnd date
WPTR-26West Pier terminal refurbishmentActiveMateusz Nowak20 Oct28 Oct
NBDC-26Northbank data center expansionActiveImani Okafor25 Oct29 Oct
ELMC-26Elmfield clinic renovationActiveTalia Brooks14 Oct17 Oct
CJTU-26Cedar Junction transit upgradeActiveLuis Navarro11 Oct15 Oct
HVFB-26Harborview flood barrier designActiveFarid Rahman19 Oct25 Oct
6 of 6 records
WPTR-26Projects · PRJ-27329
Active
Project nameWest Pier terminal refurbishment
OwnerMateusz Nowak
Start date20 Oct
End date28 Oct
Risk count32
Approve timePRJ-27329 · WPTR-26

Time Approver checks the recorded result and investigates failed attempts.

Waiting for Time Approver
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
13
Roles with set permissions
7
Reports and dashboards
8
Features

See the next risk decision

Every feature works on the same records. Pick one to see the screen your team works in.

Risk register

Keep project risks, exposure and ownership in one working record.

  • Identify
  • Assess
  • Respond
  • Risk register
  • Projects
  • Review checkpoints
  • Tasks
Explore risk register
OverviewMy risks
Risk Management · Risk register

My risks

Risk register

New
Risk codeDescriptionProjectLikelihoodImpactStatus
RISK-WP-014Permit delay may push construction startWest Pier terminal refurbishmentLowLowOpen
RISK-NB-008Cooling unit lead time exceeds floatMorrow Creek bridge inspectionMediumMediumMonitoring
RISK-EC-021Unknown utilities may disrupt excavationRidgegate school modernizationHighHighMitigated
RISK-CJ-011Supplier capacity may limit deliverySouth Quay warehouse fit-outLowLowClosed
RISK-HV-005Survey gap may require redesignCedar Junction transit upgradeMediumMediumOpen
6 of 6 records
RISK-WP-014Risk register · RR-18010
Low
DescriptionPermit delay may push construction start
ProjectWest Pier terminal refurbishment
ImpactLow
StatusOpen
Example screen with sample data
Process

From concern to reviewed response

Risk identification to reviewed action ships ready to use. One step needs a named approval before the work moves on: Approve time (Time Approver).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Identify risk

    Record the concern against its project and name the owner.

    WPTR-26PRJ-27329 · Risk Owner
    Identify riskBy Risk Owner

  2. Assess exposure

    Set likelihood and impact, then review the rating.

    WPTR-26PRJ-27329 · Project Manager
    Assess exposureBy Project Manager

  3. Plan mitigation

    Describe the response and assign delivery work.

    WPTR-26PRJ-27329 · Delivery Lead
    Plan mitigationBy Delivery Lead

  4. Review checkpoint

    Meet the dated review and record its outcome.

    WPTR-26PRJ-27329 · Project Manager
    Review checkpointBy Project Manager

  5. Triage escalation

    Qualify an Open issue and keep the operation receipt.

    WPTR-26PRJ-27329 · Delivery Lead
    Triage escalationBy Delivery Lead

  6. Approve time

    Submit positive hours to trigger the approval check and preserve its result.

    WPTR-26PRJ-27329 · Team Member
    Approve timeBy Team Member
    ApprovalTime Approver checks the recorded result and investigates failed attempts.

Start with Risk review

Inside a record

Keep project context together

Open any project to see its escalations, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Project name, Owner, Start date and End date.

  2. 2
    Escalations

    Each line is linked to this project.

  3. 3
    Who works on it

    Project Manager, Risk Owner and Delivery Lead, each with their own permissions.

  4. 4
    Process stages

    Set project context and Identify risk, with the role that acts.

  5. 5
    Approvals

    Approve time, with who decides.

Active ProjectsWPTR-26
Risk Management · Projects

WPTR-26

West Pier terminal refurbishment · Active

Log activity
1
Record details
Project nameWest Pier terminal refurbishment
OwnerMateusz Nowak
Start date20 Oct
End date28 Oct
2
Escalations

WPTR-26

Issue keyTitleSeverity
ISS-WP-044Terminal exit route conflicts with new wallCritical
ISS-NB-019Cooling equipment lead time exceeds planHigh
ISS-EC-031Clinic panel capacity below requirementMedium
Escalations
6
3

Who works on it

  • Project ManagerManage Projects, work packages, review checkpoints, risk…
  • Risk OwnerManage risk register
  • Delivery LeadManage Escalations, Tasks, work packages
4

Process stages

  • Set project contextProject Manager, Delivery Lead, Risk Owner
  • Identify riskRisk Owner
5

Approvals

  • Approve timeTime Approver
    Approved
Example screen with sample data
Approvals

Review submitted project time

OverviewApprovals
Risk Management · Overview

Approvals

Signed in as Time Approver

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TE-89480West Pier terminal refurbishment
    Validate school asbestos surveyRequested by Imani Okafor
    Submitted2dActions
  • TE-45046Morrow Creek bridge inspection
    Update transit traffic phasingRequested by Jun Seo
    Submitted1dActions
  • TE-13236Cedar Junction transit upgrade
    Approve data center cooling planRequested by Nura Ibrahim
    Submitted4dActions
  • TE-78681West Pier terminal refurbishment
    Update transit traffic phasingRequested by Luis Navarro
    Submitted4dActions

Who approves what

DecisionApprover
Approve timeSubmit positive hours to trigger the approval check and preserve its result.Time Approver
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Risk Management to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains access and operating configuration.

  • Manage Users, Organizations, team members
  • View operation receipts, review decisions

Roles and permissions

Reports

Read exposure alongside delivery

Answer project risk and delivery questions from recorded work.

Overview
Risk Management · Overview

Risk Management dashboard

This quarter

Time entries in view
6
Total hours
51
Submitted
6

Projects by status

How far records got this quarter

StageReachedStep
Planned38
Active1642%
On hold531%
At risk120%

Risk count by status

Sample totals per stage

2.0k0
-5000Planned
-6000Active
2.0kOn hold
2.0kAt risk
-3000Completed
Example screen with sample data
  1. 01Open risk exposure

    Group open risks by project, likelihood, impact and category.

  2. 02Mitigation ownership

    Find open and monitored risks by owner and project.

  3. 03Risk age and status

    Compare identified dates and current risk status across projects.

  4. 04Checkpoint follow-through

    Compare pending, met and missed checkpoints by owner and due date.

  5. 05Escalation severity

    Group issues by severity, project and current status.

  6. 06Task pressure

    Compare blocked tasks and due dates with assigned owners.

  7. 07Submitted time outcomes

    Show submitted and approved entries by project, team member and hours.

  8. 08Approval evidence

    Read review decisions with reviewer, subject and date.

All reports and dashboards

Who it's for

Fit the way your projects run

See how Risk Management fits your kind of team.

Software delivery teams

Review technical and schedule exposure alongside tasks and issue triage.

Client project teams

Keep delivery risks visible beside client project dates and named owners.

Internal initiative teams

Give internal work the same risk ownership and dated review discipline.

Controls

Trace decisions and attempts

Each stage of risk identification to reviewed action names the role that acts and the status it records, so a change is never anonymous.

OverviewRisk identification to reviewed action
Risk Management · Process

Risk identification to reviewed action

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
12
Plan mitigation
Delivery Lead, Risk Owner
StatusOpen → Monitoring
RecordsTasks
Review checkpoint
Project Manager, Risk Owner
StatusPending → Met
RecordsReview checkpoints, Projects
Triage escalation
Delivery Lead
StatusOpen → Triaged
RecordsOperation receipts, Escalations
Risk identification to reviewed action
  1. Start
    Plan mitigationOpen → Monitoring
    Tasks
  2. Step
    Review checkpointPending → Met
    Review checkpoints
  3. Step
    Triage escalationOpen → Triaged
    Operation receipts
  4. Step
    Follow delivery workBacklog → in progress → in review → Done
    Team members
  5. Approval
    Submit timeDraft → Submitted
    Team members
Example screen with sample data

See each stage in detail

AI agent

Prepare the next review with Proto

Use Proto to prepare project risk reviews and inspect the next decision.

It can

  • Project Manager: Prepare the next checkpoint from open risks, blocked tasks and current escalations on the project.
  • Risk Owner: Summarize assigned risks by likelihood, impact and mitigation alongside their project checkpoints.
  • Delivery Lead: Find Open escalations that need severity and Fixed escalations awaiting verification.
  • Time Approver: Bring submitted entries with work date, project and hours into a review list.

Stays with a person

  • A person decides whether a mitigation is sufficient, whether a reported fix is verified and whether submitted time is approved.
  • The assistant can prepare the records for that person and show the operation result after an action.
  • It should not interpret a failed receipt as a successful decision or close a risk solely because a task reached Done.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Risk Management
  • Document storage
  • Project planning
  • Finance or time systems
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 13 tables
13tables
  • Risk register4
  • Mitigation work5
  • Review checkpoints5
  • Escalation triage5
  • Project context7
  • Time approval6
  • Evidence and decisions6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set ownership

    Name the Project Manager, Risk Owner, Delivery Lead, Time Approver and Evidence Reviewer for the pilot project. Establish access before entering sensitive work.

  2. Load context

    Add the organization, project, team members, work package and current tasks. Confirm that dates and owners represent the actual delivery plan.

  3. Review exposure

    Enter active risks with categories, likelihood, impact and mitigation. Schedule a checkpoint that will lead to a real decision.

  4. Rehearse exceptions

    Triage an Open issue with severity, then try a missing-severity case. Submit positive hours, then try an invalid entry. Inspect both successful and failed receipts.

  5. Open the cycle

    Review the risk assessment, blocked work, checkpoint outcome and time decision with the named owners. Expand after the records tell a consistent story.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Risk Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Risk Management for your business. Start with one active project, its current risks, a dated review checkpoint and the people who own the decisions.

Where does a risk belong?

Record it in risk register against the affected project. Name an owner and assess likelihood and impact before writing the mitigation.

How do issues differ from risks?

Escalations track current defects and change items. Risk register tracks project exposure and its mitigation. Review an issue's effect on risk when it changes the project outlook.

What happens when an issue is triaged?

An Open issue with severity moves to Triaged and an operation receipt records the outcome. A changed status or missing severity blocks the action and records failure.

How do we follow mitigation work?

Use the risk's mitigation and owner alongside project work packages and assigned tasks. Review the risk separately when the task changes state.

How do checkpoints help?

A checkpoint gives a project review a due date, owner and Met or Missed outcome. Use it to bring current exposure and work into the next decision.

Who approves project hours?

Submitting an entry triggers the approval workflow. It checks positive hours and current status, then records the decision and receipt. The Time Approver reviews the result and failed attempts.

What does a failed receipt mean?

The attempted operation did not pass its guard. Open the subject record, inspect its present values and correct the cause before retrying.

Can we attach supporting files?

Record Attachments can hold a file name, URL, kind and parent record reference. Check access to the linked file as part of your setup.

Set up Risk Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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