Migrate from Project Risk Manager to monday Work Management

Project Risk Manager Risk records map to monday.com Items on a pre-configured Risk Register board. We pre-create the board with Status, People, Date, Numbers (for probability and impact scores), Dropdown (for risk category), and Text columns before Items are created. The Risk title maps to Item name, description maps to a Text column, and probability and impact numeric values map to Number columns configured with color thresholds for visual risk scoring. The risk status (Open, Mitigated, Closed, Accepted) maps to the Status column with values aligned to the destination taxonomy.

Mitigation Actions linked to a Risk in Project Risk Manager become Subitems on the corresponding monday.com Item. Subitems carry the action title, assigned owner (People column), due date (Date column), and action status. We extract the linked risk reference from the source action record to resolve the parent Item during import. If the destination monday.com plan does not include Subitems (required on Pro and above), actions migrate as Items on a separate Mitigation Actions board linked via the Cross-board Links column.

Project Risk Manager Project records link risks to their parent initiative. In monday.com, each project maps to a separate Board, or if multiple projects share a single risk portfolio, projects map to Groups within a single Risk Board. The Project name becomes the Board or Group name. We confirm the intended structure during scoping because it affects board pre-configuration and any cross-project risk reporting requirements.

Project Risk Manager Risk Categories (e.g., Technical, Financial, Operational, Compliance) are stored as picklist values and map to monday.com Groups on the Risk Register board. We preserve the full category taxonomy as Groups during migration and configure Group color coding to match the customer's original risk severity convention. New categories added post-migration create new Groups via monday.com's standard Group creation flow.

Risk Owners in Project Risk Manager are person assignments on risk and action records. We extract owner names from both Risk and Mitigation Action records and resolve them against monday.com User accounts in the destination workspace by email match. Owners without a matching monday.com User are flagged for the customer admin to provision before migration resumes. The People column on the Risk Item carries the primary owner; Subitem People columns carry action assignees.

Project Risk Manager Status values (Open, Mitigated, Closed, Accepted) map to monday.com Status column options. We configure the Status column with values that match the customer's existing taxonomy. If the customer uses custom status values beyond the standard four, we add them as Status options during board setup. The Status column drives Group filtering and board views in monday.com.

File attachments linked to Risk records in Project Risk Manager are extracted and re-uploaded to the corresponding monday.com Item via the File column type. We handle file type restrictions (checking against monday.com's supported file types) and re-link each file to the correct target Item using the risk record identifier as the matching key. Files are uploaded before Items are finalized in the destination.

Risk-level comments and discussion threads from Project Risk Manager export as timestamped text entries. We import them as monday.com Updates on the corresponding Item, preserving the original author name and timestamp. Updates appear in reverse chronological order in the Item's activity feed, maintaining the original discussion sequence. Long comment threads may be summarized or truncated if the original source data exceeds monday.com's Update character limits.

Probability values (numeric or percentage) from Project Risk Manager risk records map to a Number column on the Risk Item with conditional color formatting. We configure thresholds (e.g., green below 25, yellow 25-50, orange 50-75, red above 75) during board setup. Probability appears in the Item card view and drives risk matrix calculations in dashboards.

Impact values from Project Risk Manager map to a second Number column with conditional formatting mirroring the probability column. Impact represents the severity of consequence if the risk materializes. Both probability and impact columns feed into a risk score calculation (probability x impact) that we optionally configure as a Formula column during board setup if the destination plan supports it.

Due dates on Mitigation Actions and risk target resolution dates migrate to monday.com Date columns. We map Project Risk Manager due dates to the Date column on Subitems (for actions) and optionally to the Item Date column (for risk target dates). Overdue dates trigger conditional formatting and can drive automation triggers in monday.com.

Risk creation dates, last-modified dates, and mitigation action completion timestamps migrate as Date columns or Date/Time columns depending on the level of precision required. We preserve the original timestamps from Project Risk Manager exports and set them during import using monday.com's column update API. Timeline ordering in monday.com views depends on these timestamps for accurate risk velocity analysis.