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- Risk Management
- Data model
The tables behind Risk Management
Risk Management ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Risk and issue work
Risk register holds assessments and mitigation; Escalations holds current defects and change items. Both point to Projects.
Delivery
Organizations connect to Projects; work packages and Tasks organize work under those projects. Team members appear as owners and assignees.
Review
Review checkpoints carry dated project outcomes. Time entries carry submitted hours; review decisions and operation receipts preserve decisions and operation results.
Files and access
Record attachments stores file references by parent record. Users stores user identity and access state.
Every table, by feature
- Risk register4
- Mitigation work5
- Review checkpoints5
- Escalation triage5
- Project context7
- Time approval6
- Evidence and decisions6
- Shared and settings1
- Risk register
Project risks with likelihood, impact, owner and mitigation.
Linked to Projects, Team members - Projects
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Review checkpoints
Dated checkpoints a project must meet.
Linked to Projects, Team members - Tasks
Individual pieces of work assigned to a delivery team member.
Linked to Work packages, Team members, Projects
- Risk register
Project risks with likelihood, impact, owner and mitigation.
Linked to Projects, Team members - Projects
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Work packages
Groupings of work inside a project.
Linked to Projects, Team members - Tasks
Individual pieces of work assigned to a delivery team member.
Linked to Work packages, Team members, Projects - Team members
Delivery staff with role, practice and weekly capacity.
- Review checkpoints
Dated checkpoints a project must meet.
Linked to Projects, Team members - Projects
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Risk register
Project risks with likelihood, impact, owner and mitigation.
Linked to Projects, Team members - Tasks
Individual pieces of work assigned to a delivery team member.
Linked to Work packages, Team members, Projects - Escalations
Defects and change items raised against project work.
Linked to Projects, Team members
- Escalations
Defects and change items raised against project work.
Linked to Projects, Team members - Projects
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Team members
Delivery staff with role, practice and weekly capacity.
- Operation receipts
Evidence that a delivery operation was executed.
Linked to Team members - Risk register
Project risks with likelihood, impact, owner and mitigation.
Linked to Projects, Team members
- Projects
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Organizations
Client and internal business organizations that projects are delivered for.
- Work packages
Groupings of work inside a project.
Linked to Projects, Team members - Tasks
Individual pieces of work assigned to a delivery team member.
Linked to Work packages, Team members, Projects - Team members
Delivery staff with role, practice and weekly capacity.
- Risk register
Project risks with likelihood, impact, owner and mitigation.
Linked to Projects, Team members - Review checkpoints
Dated checkpoints a project must meet.
Linked to Projects, Team members
- Time entries
Hours booked by a team member against a task and project.
Linked to Team members, Projects, Tasks - Projects
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Tasks
Individual pieces of work assigned to a delivery team member.
Linked to Work packages, Team members, Projects - Team members
Delivery staff with role, practice and weekly capacity.
- Review decisions
Recorded approval decisions on delivery subjects.
Linked to Team members, Projects - Operation receipts
Evidence that a delivery operation was executed.
Linked to Team members
- Review decisions
Recorded approval decisions on delivery subjects.
Linked to Team members, Projects - Operation receipts
Evidence that a delivery operation was executed.
Linked to Team members - Record attachments
Files attached to delivery records.
Linked to Team members - Time entries
Hours booked by a team member against a task and project.
Linked to Team members, Projects, Tasks - Escalations
Defects and change items raised against project work.
Linked to Projects, Team members - Projects
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members
Keys and references
A risk or escalation references its project and may reference a team members owner. Tasks reference work packages and can also reference Projects directly. Time entries reference team members and Projects, with an optional Tasks reference. Review decisions can reference a related project, while attachment parent identifiers and operation references are text values that need careful matching during migration.
Migration order
- Load Organizations and team members, then review Users access.
- Load Projects with their organization and owner references.
- Load work packages and Tasks under their projects.
- Load risk register, Escalations and review checkpoints with project and owner links.
- Load time entries, review decisions, operation receipts and record attachments after the subjects they describe.
- Check a representative project from risk through mitigation, approval and evidence before inviting the wider team.
Set up Risk Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.