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Creating Project Issues

Create project issues to identify problems within a schedule that must be addressed before the project can be completed.

To create 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 "" Issues.
  3. On the Issues page, expand a project and click Add an Issue.
  4. In the Select an Issue Form dialog box, select a form to act as the foundation of the issue and click OK.
  5. On the Add Issue page, configure the issue fields and lists and click Save.

Tips

  • The issue name must be unique within its applicable project, WBS, or activity.
  • You cannot add an issue to a project that is checked out or locked. You also cannot create issues for template projects.
  • If no issue forms are assigned to the project, the Default Form is the only form you can choose. The Default Form displays all issue fields.
  • You can also create project issues from the Project Issues portlet of the Workspace page, the Issues detail window of the Activities or EPS page, or the My Issues portlet of the Dashboards page.
  • 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.

Related Topics

About Issues

Working with Issues

Configuring Project Issues

Customizing Project Issues

Assigning Related Items to Issues

Sending E-Mail about Issues

Add Issue Page

Project Issues Portlet of the Workspace Page

Issues Portlet of the Workgroup Workspace Page

My Issues Portlet


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