Previous Topic

Next Topic

Book Contents

Creating Workgroup Issues

Create workgroup issues to identify problems that must be addressed before a project can be completed.

To create workgroup issues:

  1. 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.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page:
    1. If more than one project is open, select a project from the Select Projects list.
    2. Expand the Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Issues portlet.
  5. In the Issues portlet, click Add and select a form from the dialog box.
  6. 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.

Related Topics

Working with Workgroups

Assigning Documents to Projects

Creating Workgroups

Customizing Workgroups

Assigning Workgroup Activities

Sending E-Mail to Activity Resources

Issues Portlet of the Workgroup Workspace Page


Copyright information