Managing risks and issues with Project Server 2013 (or Project Online)

As part of your projects’ management, you will most probably have to manage risks and issues.

The goal of this article is to show how risks and issues (but also documents or deliverables) can be managed within Project Server 2013 (or Project Online) and linked with Projects, Tasks or any other assets.

Before we start, let see how the Project Management Institute (PMI) defines issue and risk:

Issue: A point or matter in question or in dispute, or a point or matter that is not settled and is under discussion or over which there are opposing views or disagreements.

Risk: An uncertain event or condition that, if it occurs, has a positive or negative effect on one or more project objectives.

Project Management Institute. (2013). A guide to the project management body of knowledge (PMBOK® guide) – Fifth Edition.

In fewer words, risks might occur and we need to manage this eventuality, where issues are events that are already happening and we need to manage consequences.

My project

For the demo, we will use a simple project called [Related items project], that has the following schedule.

Use baseline and track your work

Let me tell you this story of a project manager; he spent time with his team to compile their project planning, then proudly print it on A0 page, and pin it on the wall behind his desk. This is for me one of the most common mistakes a beginner does on project management. Why? Because the time you print the schedule and pin it on the wall, the schedule is not anymore up to date. You planning is alive, people will make work and progression on some tasks, others tasks might be delayed… It is important to track the work done in order to answer the question “how are we progressing compared to original plan?”.

A snapshot of the original plan should be saved in order to allow later comparison. This is what we call the Baseline.

Once your original planning is done, you can save your first baseline, by clicking on Project > Set Baseline > Set Baseline.