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Working with Issues

Issues are known problems within an activity, project, or workgroup that require attention or corrective action.

Viewing issues

You can view issues from several areas within the application:

  • From a dashboard, you can access the My Issues portlet to view issues you are associated with in the context of the filter criteria selected for the dashboard.
  • From the Workspace page, you can access the Project Issues portlet to view issues associated with the project selected in the Select Project list.
  • From the Workgroup Workspace page, you can access the Issues portlet to view issues associated with the workgroups to which you belong.
  • From the Issues page, you can access issues for any open project. On the Issues page, you can view all of the issues for all open projects at one time.
  • From the Activities or EPS page, you can access the Issues detail window to view issues associated with an activity, WBS, or project.

In each of these areas, depending on your security privileges, you can customize the issue display. For example, you can choose to view issues in either a list or chart format. You can also configure group, sort, and filter options to focus on issues that are most important to you. Additionally, you can add, revise, or delete issues from each of these areas. When adding new issues to a project or workgroup, the issue forms feature enables you to control the information you capture for each new issue. If you add issues from a detail window, the issue is added as a line item and does not require the selection of an issue form.

Note: Issues cannot be used with template projects.

Organizing and managing issues

To help organize and manage issues for your project or workgroup, additional issue management features are available, depending on your security privileges.

To organize issues, you can assign enterprise-level issue codes, which enable you to categorize issues in a way that is meaningful to you.

The features for organizing and managing issues are accessible via the Enterprise Data option on the Administer menu. Use the issues options in the Enterprise Data pane to add, edit, and delete issue codes and issue user-defined fields. These options appear only if you have the required privileges.

Related Topics

Creating Project Issues

Configuring Project Issues

Customizing Project Issues

Assigning Related Items to Issues

Sending E-Mail about Issues


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