If your Risks & Opportunities are not automatically imported from your ERP system (e.g., Cheops, Jobpac) or synced from Excel, you can manually add them through the Acuite user interface.
Capture a new Risk
Go to your project dashboard and click the R&O module in the left panel
Click the Add R&O button
In the form that appears, enter the details you need to capture (let's say it is a Risk in our example):
Select Risk you want to capture
Enter the Risk name
Assign a Category (e.g. General, Cost, Time...)
Enter a Cause or a Description
Assign a Risk Owner
IMPORTANT: The Risk Owner MUST be an Acuite user and have access to the project. By assigning a risk to an Acuite user, you will send the risk directly for review.
Assign a Company Responsible for this risk, and a Reassessment Date
Specify the minimum, maximum and expected financial impact
Enter the likelihood and impact of the risk occuring. The risk rating will be calculated automatically.
Add any mitigation and/or strategy comments
You can also add additional information related to residual likelihood and impact of the risk
At last, enter the mitigation and/or strategy status
Once finished, click Save
Capture a new Opportunity
To add a new Opportunity, follow the same steps as described above but select Opportunity from the dropdown list.
Note: The Risk and Opportunity forms can be fully customized and can differ from each other.