Questions, answered

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.

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

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.

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.

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

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.

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.

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

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