If you have the required security privilege, you can add, revise, or delete issues.
You can add an issue from the following locations:
- Projects > Issues and Projects > Workspace pages
- My Issues and My Workgroups portlets on a dashboard
- Portfolios > Issues page
This topic contains the following information:
- Adding an issue from the Projects section
- Adding an issue from a dashboard
- Adding an issue from the Portfolios section
- Adding issue information
- Revising or deleting an issue
Adding an Issue from the Projects section
To begin, open the project or group of projects you want to work with in the Projects section.
To add an Issue from the Projects > Issues page:
- Click
on the Projects toolbar to display the Issues page.
- If multiple projects are open, select the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Click Add an Issue, and then see the instructions in Adding Issue Information.
To add an Issue from the Project Workspace:
In the Project Workspace, you can add an issue from the Project Issues portlet or the Issues portlet of a Workgroup page. To access the Project Workspace, click on the Projects toolbar.
To add an issue from the Project Issues portlet, click Add in the portlet, then refer to the instructions in Adding Issue Information.
Tip: If the Project Issues portlet does not appear on the Project Workspace, click Customize. Mark the Project Issues checkbox in the Project section of the Content tab. Click the
icon to set other options for the portlet. You must have the appropriate security privilege to customize the Project Workspace.
To add an issue from a Workgroup page:
- In the Project Workspace, select a project workgroup from the Workgroups portlet.
- On the Issues portlet click Add, then refer to the instructions in Adding Issue Information.
Tip: If the Workgroups portlet does not appear in the Project Workspace, click Customize, and mark the Workgroups checkbox. You must have the appropriate security privilege to customize the Project Workspace.
Adding an Issue from a dashboard
From a dashboard, you can add issues from the My Issues portlet or the My Workgroups portlet.
To add the issue from the My Issues portlet, click Add, then refer to the instructions in Adding Issue Information.
To add the issue from the My Workgroups portlet:
- Select a workgroup.
- On the Issues portlet click Add, then refer to the instructions in Adding Issue Information.
Adding an issue from the Portfolios section
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Issues page.
- Click Add, then refer to the instructions in Adding Issue Information.
Adding issue Information
To select an Issue Form:
When the Select an Issue Form popup menu displays:
- Select an issue form on which you want to base the new issue.
- Click OK.
An issue form defines the fields of information that display on the Add Issue page, as well as any assigned issue codes or user defined fields.
You can select the Default Form, which displays all issue fields, or any other existing predefined form that is assigned to the project.
Tips:
-
If no issue forms are assigned to the project, the Default Form is the only form you can choose. Issues are organized by the category assigned to them; forms that are not assigned to a category appear in the 'No Category' section.
-
If you are adding an issue from the My Issues portlet, you can choose any issue form assigned to any project that falls within the filter criteria specified for a dashboard; issue forms are organized by project.
To enter the Issue information:
On the Add Issue page, type or select the following information, and then click Save:
Select the project to associate with the issue - Click
to choose a project. This field displays only when you are adding the issue
from the My Issues portlet or from the Portfolios Issues page and you have selected
the Default issue form.
When adding an issue from the
My Issues portlet, the list of projects you can choose from includes only
those that meet the current dashboard filter criteria and
for which you have the required security privilege to add issues.
When
adding an issue from the Portfolios Issues page, the list of projects you
can choose from includes only those projects in the current group for which
you have the security privilege required to add issues.
Issue Name - Type a name that is unique within the project.
Responsible Manager - Click
to assign responsibility for the issue.
Owner - Click
to specify the resource responsible for the issue. The list of available
resources you can select from depends upon your resource security access
privileges.
Priority - Choose a priority: top, high, normal, low,
lowest.
Status - Choose a status: open, closed, or on hold.
Identified By - type the name
of the person who identified the issue. By default, this field displays
your user name.
Date Identified - Type the date the issue was identified. By default,
this field displays today's date.
Resolution Date - Type or click
to specify the planned (open issue) or actual (closed issue) resolution
date for the issue.
Applies to Activity - Click
to choose the activity in the project that the issue is associated with.
Description - Type a description of the issue.
You can format the text, copy and paste information from other document
files while retaining formatting, and add hyperlinks (see Tips at right).
Once the issue is added, you can relate documents and other issues to it.
Revise or delete an issue
After opening a project or group of projects, you can revise or delete issues from the following locations:
- Projects > Issues page
- Project Issues portlet in the Project Workspace
- Issues portlet on a Workgroup page
You can also revise or delete an Issue from My Issues portlet on a dashboard or the Portfolios > Issues page.
From the Projects > Issues page:
- In the Projects section, click
on the Projects toolbar to display the Issues page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Select the issue.
- To edit the issue, revise the necessary fields, then click Save.
To delete the issue, click Delete Project Issue, then click OK to confirm the deletion.
From the Project Issues portlet on the Project Workspace:
- In the Projects section, click
on the Projects toolbar to display the Workspace page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Select the issue in the Project Issues portlet.
- To edit the issue, revise the necessary fields, then click Save.
To delete the issue, click Delete Project Issue, then click OK to confirm the deletion.
From the Issues portlet on a Workgroup page:
- In the Projects section, click
on the Projects toolbar to display the Workspace page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Select a project workgroup from the Workgroups portlet.
- Select an issue in the Issues portlet.
- To edit the issue, revise the necessary fields, then click Save.
To delete the issue, click Delete Project Issue, then click OK to confirm the deletion.
From the My Issues portlet on a dashboard:
- Expand the appropriate project list in the My Issues portlet.
- Select an issue from the list of issues.
- To edit the issue, revise the necessary fields, then click Save.
To delete the issue, click Delete Project Issue, then click OK to confirm the deletion.
From the Portfolios > Issues page:
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Issues page.
- Select an issue from the list.
- To edit the issue, revise the necessary fields, then click Save.
To delete the issue, click Delete Project Issue, then click OK to confirm the deletion.