Risks Matrix. User Guide Risks Matrix Web part

Transcription

1 User Guide Risks Matrix Web part 1

2 Overview The Risk Matrix web part improves the visibility of the project risks. The Business Need Risk management is an important function in organizations today. Companies undertake increasingly complex and ambitious projects, and those projects must be executed successfully, in an uncertain and often risky environment. As a responsible manager, you need to be aware of these risks. Does this mean that you should try to address each and every risk that your project might face? Probably not in all but the most critical environments, this can be much too expensive, both in time and resources. Instead, you need to prioritize risks. If you do this effectively, you can focus the majority of your time and effort on the most important risks. The Risk Matrix provides a useful framework that helps you decide which risks need your attention. The Solution The Risk Matrix web part is a two-dimensional array, an array made of Rows and columns. The Risk Matrix visualizes these two dimensions in order to display the ranking of a risk. Risk Matrix visually displays project risks on a probability-impact matrix. It displays the list of risks by probability of occurrence versus degree of severity. The solution is a SharePoint web part receiving data from a SharePoint List. 2

3 Adding the Web Part Add Risks Matrix Web Part to your desired page like any other web part: Now, select the web part Risks Matrix and press on Add : Adding the Risks Matrix for the first time will add a new list to the SharePoint: MS-Addons Risks List. Only risks that are updated in that list will be viewable in web part. 3

4 Configuration The first page you will see is the configuration page. In this page you need to click on Matrix display setting and choose project name. In The configuration screen you can change the size of the matrix. In this case, the default size is 5x5. You can also change the size of the matrix cells. The default here is 50. In the probability and impact fields you can change the names of the two dimensions of the matrix. Matrix size - default size is 5x5 The minimum size is 3 the maximum size is 7 Matrix cell size default size is 50. Matrix dimensions - names of the dimensions. The default is probability & impact Choose project name 4

5 When finished, click Ok. Only after you click Ok the changes will be saved. 5

6 Functionality Clicking on the cell will display a table containing the details of the risks. Clicking on the button Hide Table will hide the table. Clicking on the button Create Snapshot will create a Snapshot of the current matrix. Clicking on the button Show last Snapshot will display the Snapshot. 6

7 Key Features & Benefits Features & Benefit Get a quick review on project risks. Display risks of the selected cell matrix. Display the project risks on probability impact. Clicking on one of the squares in the matrix displays a filtered list of the relevant risks. Option to save Snapshot. High level view on entire risks for project. Risks Matrix Web Part System Requirements SharePoint server 2010 standard or enterprise..net Framework 3.5 SP e-fdaa79a8ac3d/dotnetfx35.exe 7

8 Installation Procedure 1. Double click on the Setup.exe file to start the installation process. 2. The wizard will show the Welcome screen: 3. Click Next to advance to the System Checks step. 4. The setup application will run the necessary checks and will indicate their status. 5. Click Next. 8

9 6. Confirm licensing agreement: 7. Check the sites collection you want the product to be deployed to: 9

10 8. Click on Next and wait for the installation progress do be done: 9. Click on Next. 10. Click on Close. 10

11 Registration Instructions Open SharePoint Central Administration, click on the MS-Addons Icon: Search for the product you want to activate: Click on the registration button and insert your product key: After inserting the keys (one for each front end server on your farm), the product will be activated: 11