Creating Workgroup Issues
Create workgroup issues to identify problems that must be addressed before a project can be completed.
To create workgroup issues:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Workspace. - On the Workspace page:
- If more than one project is open, select a project from the Select Projects list.
- Expand the Workgroups portlet and select a workgroup.
- On the Workgroup Workspace page, expand the Issues portlet.
- In the Issues portlet, click Add and select a form from the dialog box.
- On the Add Issue page, enter or select a value for each of the required fields and click Save.
Tips
- The Default Form, displays all issue fields. If no issue forms are assigned to the project, the Default Form is the only form you can select.
- If the Workgroups portlet is not available, add it to the workspace. See Configuring Workspace Content.
- If the Issues portlet is not available, add it to the workspace. See Customizing Workgroups.
- You can also access workgroups from the My Workgroups portlet of the Dashboards page.
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