• Track project details in a structured way
• Standardize logs across projects
• Avoid duplication of effort by using built-in reporting and dashboards

What You Can Do with Registers 

• Create and manage entries
  Add, edit, or delete register items (based on your access level).
• Use dashboards and reports
  Each register automatically creates widgets and reports for tracking.
• Sort, filter, and group data
  Save and share filtered views for consistent reporting.
• Roll up data
  Register items roll up from Project → Program → Portfolio dashboards.
• Link items
  Connect register entries to other registers or Gantt tasks.
• Attach documents
  Add files to entries and share them via email with stakeholders.
• Enable workflows
  Apply approval steps and version control (commonly used in Change Requests).
• Access anywhere
  View and edit registers in the mobile app and portals.

Types of Registers

• Risk Register – track project risks with likelihood/impact scoring
• Issue Register – record and manage project issues
• Action Register – capture tasks and follow-ups
• Change Register – log and track change requests
• Decisions Register – document project decisions for traceability
• Lessons Learned Register – capture insights for continuous improvement

How to Navigate Registers

1. Select the Project in Cora PPM.
2. Open the Registers group in the Project Toolbar.
3. Pick the register you want from the dropdown.

Toolbar Options

• Add – Create a new item
• Edit – Bulk edit, delete, or export items
• Show Views – Access pre-configured saved views
• Show/Hide Columns – Customize visible fields
• Export – Export register data to Excel

Best Practices

• Import from Excel
  You can import register data from Excel (fields must match). Import only open items (e.g., active risks or actions).
• Standardize dropdowns
  Use custom dropdown lists to enforce consistency and improve reporting.
• Use workflows wisely
  Automate approvals or handoffs, especially for Change Requests.
• Leverage dashboards
  Widgets are more flexible for analysis than static reports.

Example Configurations

• Use a matrix widget to display risk impact and likelihood.
• Standard setup: 5x5 risk matrix (3x3 is also supported).

• Add workflows for review and approval steps.
• Link change requests to related risks or actions.

• Encourage teams to capture items at project closeout.
• Roll up lessons across programs for portfolio insights.

Tips for Administrators

• Fields – Add or rename fields (text, numeric, user, date, dropdowns, calculated fields, task list links). System fields cannot be deleted but can be renamed.
• Groups – Organize fields into logical groups and columns for easier navigation.
• Attributes – Enable features such as comments, document distribution, linked items, mobile visibility, or archive options.
• Dropdown Lists – Create standard lists (e.g., risk severity, issue status) for consistent reporting across registers.
• Widgets – Configure summary or trend widgets for dashboards.
• Matrices – Define scoring systems (e.g., risk likelihood vs. impact).