RAID Levels Overview: Risks, Actions, Issues & Decisions

Purpose
Centralize Risks, Actions, Issues, and Decisions (RAID) in one place so nothing falls through the cracks.
Project Insight connects RAID management directly to project work—linking each item to related tasks, milestones, and portfolios for full accountability and visibility.

RAID logs help project managers and PMOs identify, monitor, and mitigate risks early while maintaining a clear history of decisions and follow-up actions.

How to

1. Access the RAID log

   • From any Project, open the left-hand navigation and select Risks, Actions, Issues, or Decisions.

   • Each category opens in its own tab, with shared filtering, sorting, and export options.

2. Add new RAID items

   • Click + New Risk, + New Action, + New Issue, or + New Decision.

   • Complete key fields:

     • Title and Description

     • Owner / Assigned To

     • Priority, Severity, or Probability (for risks)

     • Due Date or Target Resolution Date

     • Linked Task or Project

3. Link to project work

   • Use the Related Items section to associate RAID entries with specific tasks, milestones, or documents.

   • Linked items automatically appear in project dashboards and roll-up reports.

4. Visualize and prioritize risks

   • Use the Risk Matrix view to assess probability vs. impact.

   • Configure scales (e.g., 1–5 or extended 8×8) to fit your organization’s framework.

   • Color coding adjusts automatically for high, medium, or low severity.

5. Escalate and resolve

   • Convert any Risk into an Issue with one click when it materializes.

   • Track Actions and Decisions directly in the log or in related projects.

   • Update statuses inline to show progress in real time.

6. Roll up to portfolios and dashboards

   • Portfolio and program-level RAID logs consolidate all items across projects, giving executives a complete view of organizational exposure, accountability, and outcomes.

Highlights

• Visualize risks with a configurable matrix

• Capture and assign actions in real time

• Log and resolve issues from anywhere

• Track decisions with full traceability

Best Practices

• Review project RAID logs weekly during stand-ups or PMO syncs.

• Use consistent naming conventions for risks and issues to simplify roll-up reports.

• Assign ownership immediately—every RAID item should have one responsible person.

• Convert risks to issues as soon as they impact timelines or budgets.

• Use color-coded risk matrices to guide prioritization and escalation.

• Keep decisions recorded with dates, context, and approvers for auditability.

What Sets Project Insight Apart from Other Tools

• All-in-one RAID management without add-ons or plug-ins

• Direct links to project work for complete visibility

• Real-time capture and reporting instead of static logs

• Full ownership, traceability, and live dashboards

• Streamlined workflows without duplicate entry or hidden complexity

Useful Links

• 📘 Feature Page: RAID Logs Overview

• 🎥 Video Playlist: RAID & Project Risk Management