Use a blank copy or follow the example
These files give you a starting structure you can adapt to your project. The CSV is an editable manual worksheet, not an automatic calculator or an application import file. Keep your evidence and check the calculations in your working copy.
Completed example preview
Hypothetical risks with open actions. A red/amber/green score alone would not resolve these questions; the treatment and quote wording matter.
| Reference | Source | Decision or review note |
|---|---|---|
| R01 | Illustrative drainage plan | Open |
| R02 | Illustrative site note | Review required |
| R03 | Illustrative roof quotation | Open |
How to use it
- Start with a drawing, specification, quotation or site note that exposes a specific uncertainty.
- Identify the affected package and possible cost, programme or responsibility change.
- Choose an action: clarify, obtain evidence, price an allowance, state an assumption, exclude deliberately or approve the exposure.
- Assign an owner and decision point. Carry the accepted basis into the estimate and client wording before issuing the quote.
Fields in the worksheet
- Risk reference
- Source
- Risk event
- Affected package
- Cost or programme consequence
- Treatment
- Owner
- Decision required
- Client quote wording
- Status
Continue with the matching guide
Read the practical guidance or follow the Academy task.
Put this into practice on your next project
Your first complete project is free, including the estimate, risk information, client reports and internal reports. Bring your drawings, specification and site notes, then review the working against how your business will deliver the job.