Project Settings
1. Using Sanplex by Role
1.1. Administrator
1.1.1 Manage Departments
1.1.2 Manage Users
1.1.3 Manage Permissions
1.1.4 Configure Notifications
1.2. Program Manager
1.2.1 Create a Program
1.2.2 Create a Product
1.2.3 Create a Project
1.2.4 Manage Program Members
1.2.5 Manage Stakeholders
2. Introduction of Sanplex features
2.1. Core Management Framework
2.1.1 Program
2.1.2 Project
2.1.3 Product
2.1.4 Execution
2.1.5 Management Models
2.2. Dashboard
2.2.1 Getting Started with Tutorials
2.2.2 Quick Add
2.2.3 Notification Center
2.2.4 Effort Tracking
2.2.5 Dashboard - Project and Execution
2.2.6 Dashboard - My Work, Contribution, and Recents
2.2.7 Dashboard - Approval
2.2.8 Contacts
2.3. Program
2.3.1 Program List
2.3.2 Program Kanban
2.3.3 Create Program
2.3.4 Create Sub-Programs
2.3.5 Project Charter Management
2.4. Product
2.4.1 Create Product
2.4.2 Manage Modules
2.4.3 Multi-Branch and Multi-Platform Management
2.4.4 Manage Plans
2.4.5 Manage Stories
2.4.6 Story Reviews
2.4.7 Story Status and Phase
2.4.8 Create Releases
2.4.9 Track Progress
2.4.10 Epics and Multi-Level Stories
2.5. Project
2.5.1 Scrum Project
2.5.2. Waterfall Project
2.5.2.1 Manage Project Phases
2.5.2.2 Project Design
2.5.2.3 Project Matrix
2.5.2.4 Project Reports and Earned Value Management
2.5.2.5 Project Baselines
2.5.2.6 Project Change
2.5.3. Kanban Project
2.5.3.1 Set Up Kanban Projects
2.5.3.2 Configure Kanban Boards
2.5.3.3 Use Kanban Boards
2.5.4 Hybrid Agile Project
2.5.5 Hybrid Waterfall Project
2.5.6. Project Settings
2.5.6.1 Project Setup
2.5.6.2 Project Executions
2.5.6.3 Project Requirements
2.5.6.4 Project Builds
2.5.6.5 Project Tests
2.5.6.6 Project Docs
2.5.6.7 Project Releases
2.5.6.8 Project Reports
2.5.6.9 Project Risks
2.5.6.10 Project Issues
2.5.6.11 Project Opportunities
2.5.6.12 Project Deliverables
2.5.6.13 Project Reviews
2.5.6.14 Project Process
2.5.6.15 Deliverables
2.5.6.16 Quality Assurance
2.5.6.17 Project-specific Workflow Management
2.5.7 Project Templates
2.6. Execution
2.6.1 Product Planning and Task Breakdown
2.6.2 Task Assignment and Daily Tracking
2.6.3 Build Creation and Test Requests
2.6.4 Bug Confirmation and Resolution
2.6.5 Execution Kanban Boards
2.7. Testing
2.7.1 Write Test Cases
2.7.2 Execute Test Cases
2.7.3 Bug Submission and Reports
2.7.4 Verify and Close Bugs
2.7.5 Test Case Scenes
2.7.6 Submit a Test Request
2.7.7 Test Report
2.8. Agent
2.8.1 Conversation
2.8.2 Sanplex Agents
2.8.3 General Agents
2.8.4 Skill Management
2.8.5 AI Knowledge Library
2.8.6 Models
2.8.7 ZAI Service Installation
2.8.8 ZAI Service Control Panel
2.8.9 ZAI Configuration
2.9. Kanban
2.9.1 Kanban Spaces
2.9.2 Kanban Regions
2.9.3 Kanban Cards
2.10. Company
2.10.1 View Team Members and Work Information
2.10.2 View Recent Company Activity
2.10.3 View and Edit Company Information
2.11. Feedback
2.11.1 Configure, Create, and Review Feedback
2.11.2 Process Feedback and Send Notifications
2.11.3 Tickets
2.12. Admin Settings
2.12.1. System Settings
2.12.1.1 Mode
2.12.1.2 Backup
2.12.1.3 Trash
2.12.1.4 License
2.12.1.5 Security
2.12.1.6 Cron Job
2.12.1.7 Time Zone
2.12.1.8 Rebuild Index
2.12.1.9 LDAP
2.12.1.10 Table Engine
2.12.2 Feature Options
2.12.3. Users Management
2.12.3.1 Set Departments and Edit Company Profile
2.12.3.2 Manage Users
2.12.3.3 Set Permisions
2.12.4. Feature Configuration
2.12.4.1 Dashboard
2.12.4.2 Product
2.12.4.3 Project
2.12.4.4 Execution
2.12.4.5 Test
2.12.4.6 Kanban
2.12.4.7 Feedback
2.12.4.8 Tickets
2.12.4.9 User
2.12.4.10 Relations (Standard Version)
2.12.4.11 Meaturement
2.12.5 Migrate Jira Data to Sanplex
2.12.6 Jira to Sanplex Migration Mapping
2.12.7 Migrate Confluence Data to Sanplex
2.12.8. Agent Configuration
2.13. Asset Library (Premium)
2.13.1 Asset Library Management (Premium)

Project Risks

2026-03-28 20:39:25
Sanplex Content
554
Last edited by Jing WANG on 2026-09-13 03:04:52
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Summary: Learn how to create, assess, track, and manage project risks and reuse risk information through the Risk Library.

Catalog

Feature Overview

The Project Risks feature helps teams identify, log, assess, and track risks early, define response strategies, and reduce the likelihood that risks will affect project goals, schedules, or budgets.

By managing risks proactively, teams can evaluate potential impact and probability, prioritize important risks, and track them throughout the project lifecycle.

Use Cases

  • Early project planning: Identify and assess potential risks such as technical challenges or limited resources, assign priorities, and prepare response strategies early.
  • External changes: Manage external risks such as market changes, supplier issues, or other external factors that may affect project delivery.
  • Execution monitoring: Continuously track risks, update risk information, and adjust response strategies as project conditions change.
  • Resource prioritization: Use the Risk Index and priority level to focus resources on the most important risks.
  • Decision support: Use risk assessments to support project decisions and compare response options.
  • Project review and improvement: Capture representative risks in the Risk Library for future reference and reuse.

A risk is an uncertainty that may negatively affect the achievement of project objectives. During project execution, teams can identify, assess, assign, track, and manage risks from the project-level Risk module.

1. Add a Risk

Go to Project > Select a Project > Risk, and click Create Risk.

The Create Risk menu also provides a Batch Create option.

Project Risk page showing the Create Risk menu in the upper-right corner, with options to create a single risk or use Batch Create for multiple risks.

On the Create Risk page, enter the risk information and select the appropriate values for fields such as Source, Execution, Strategy, Impact, Probability, Priority, and assignee.

Sanplex calculates the Risk Index from the risk assessment values.

The Source field currently provides the following options:

  • Business
  • Project Team
  • Project Logistics
  • Management
  • Supplier-Procurement
  • Supplier-Outsourcing
  • Customer
  • Other

Create Risk page showing the Source dropdown with Business, Project Team, Project Logistics, Management, supplier-related, Customer, and Other source options.

Complete the remaining risk information as needed, including the risk description, solution, and response, then click Save.

2. Risk Actions and Statuses

The risk list provides status filters including All, Active, Assigned to Me, Assigned by Me, Closed, Suspended, and Canceled.

The list also displays key information such as Priority, Risk Index, Status, Type, Assigned to, and Strategy.

You can select a risk and click Import To Lib to add it to the Risk Library for future reference and reuse.

Project Risk list showing a selected risk with its priority, Risk Index, status, and other details, together with the Import To Lib batch action.

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