Actions are used to mitigate any identified Impacts for a Project. Mitigating Impacts is critical to ensuring a Project can be successful and the change adopted by the Organisation.
Pre-requisites:
A change impact needs to be created prior to the Action being created; see the help article Create an Impact.
Steps
From within the project, use the left-hand Project Navigator and select Actions
Select the ADD button at the top of the workspace and type your action name in the text field
Select CREATE and the action will appear in the Actions table below
You can then update as much or as little information as you have to complete the Action record.
Mandatory fields are marked with an *.
NOTE: the more information you add to the system, the better quality of reporting and analysis will be available.