Several workflows are predefined in the default implementation, which you can use as-is.
For more information about workflows, see the chapter "Configure Workflows".

Navigation
Navigation within workflows has already been covered in the Portfolio section.
Risks
Cerri Project's Risk Management module enables organizations to manage potential obstacles that could impact project success throughout the project lifecycle.
The ‘Risks’ setup section is used to configure the automation of an organization’s risk management process, incorporating internal terminology and rules. This setup includes configuring the 'Risk labels' document and the risk classification hierarchy.
Risk labels setup
Only one 'Risk labels' document can exist per 'Projects' database.
Matrix tab

Number of levels
Field | Use |
Number of likelihood levels | Defines the number of levels to measure the likelihood of a risk occurring.
Range: 3 to 6.
Default: 5.
|
Number of impact levels | Defines the number of levels to measure the impact a risk will have on a project.
Range: 3 to 6.
Default value: 5.
|
Number of classification levels | Defines the number of levels used to classify a risk.
Range: 2 to 4.
Default value: 4.
|
Matrix definition
Fields | Use |
Matrix Built according to the defined 'Number of likelihood' and 'Number of impact’ levels. Clicking on a cell changes its color, allowing users to define matrix zones. The color cycles with each click. |
Labels tab
The values defined in the Labels tab describe the different levels set in the Matrix tab. Default values for each level are provided, but organizations can modify them to suit their internal processes and terminology.
Likelihood type
Fields | Use |
Level 1 Label for likelihood level 1. Default: 'Very low'. |
Level 2 Label for likelihood level 2. Default: 'Low'. |
Level 3 Label for likelihood level 3. Default: 'Medium'. |
Level 4 Label for likelihood level 4. Default: 'High'. (Visible only if 'Number of likelihood levels' is at least 4). |
Level 5 Label for likelihood level 5. Default: 'Very high'. (Visible only if 'Number of likelihood levels' is at least 5). |
Level 6 Label for likelihood level 6. Default: 'Highest'. (Visible only if 'Number of likelihood levels' is 6). |
Impact type
Fields | Use |
Level 1 Label for impact level 1. Default: 'Negligible'. |
Level 2 Label for impact level 2. Default: 'Minor'. |
Level 3 Label for impact level 3. Default: 'Average'. |
Level 4 Label for impact level 4. Default: 'Major'. (Visible only if 'Number of impact levels' is at least 4). |
Level 5 Label for impact level 5. Default: 'Critical'. (Visible only if 'Number of impact levels' is at least 5). |
Level 6 Label for impact level 6. Default: 'Unacceptable'. (Visible only if 'Number of impact levels' is 6). |
Risk classification
Fields | Use |
Level 1 | Label for risk classification level 1. Default: 'Risk nature'. |
Level 2 | Label for risk classification level 2. Default: 'Risk category'. |
Level 3 | Label for risk classification level 3. Default: 'Risk source'. (Visible only if 'Number of classification levels' is at least 3). |
Level 4 | Label for risk classification level 4. Default: 'Activity'. (Visible only if 'Number of classification levels' is 4). |
Type of risks
Fields | Use |
Before mitigation Label for risk values before mitigation.
Default: 'Original'. |
After mitigation Label for risk values after mitigation.
Default: 'Actual'. |
Risk classification setup
Risk classifications define how risks are categorized in the system. The classification can have multiple levels, with the number of levels and their titles set in the ‘Risk labels’ document. Categories for each level are defined within the risk classification hierarchy.

To create a risk category:
- Open the 'Projects' database.
- Navigate to the 'Setup & Administration' module -> 'Setup' tab -> ‘Risks’ view.
- Click on the «Create» menu and select the level for the new category.
- To create a level other than the first, select one of the categories in a level above it.
- The new category will be placed under the selected level in the classification hierarchy.
- The risk categorization document will open.
- Each of the levels above it will be listed along with a blank field where the name of the new level should be entered.
- Complete the risk categorization document.
- Save and close the document.
- Repeat these steps for each new category.