About Issues

The Issues section of the Project Management Module is the location for managing and maintaining all issues for a project.

As a Project Management section, the Issues section can have a folder structure created to organize issue items. When folders are used in any Project Management module, Folder Access will control what Project Members can do and see within each Issue subfolder.

Creating Issues

In order to create new Issues, Project Members will need Write permission to the Issues section. In order to create new Issue items within a subfolder, the project member will need Write folder access to the subfolder.

1. Navigate to the Issues section/subfolder where the issue item will be created

2. Select the New Issue icon in the top ribbon

3. Complete issue item details

The required fields of an Issue are: To, From, Subject, and Status. The status will default to open. The fields on the right are optional, however, do offer more detail about the Issue. The Problem Description/Question is the location to add all of the details regarding the issue that is being generated.

4. 5. Assign any CC's by scrolling down and selecting the blue plus icon to the right of the CC's grid. This opens The User Selection Tool.

Reminder: Being a CC to a project management item makes the Project Member a "collaborator" of that item. Collaboration allows for the Project Member to upload attachments, participate in discussions, and add CC users (where applicable), and receive all email notifications regarding the punch list item. For more information, please visit Project Member Permissions.

5. Include file attachments by dragging and dropping into the box or using Browse File(s) and selecting Upload File(s). Additionally, existing document module folders and/or files can be "referenced" by using The Document Reference Tool.

6. Select Save (Save & New will take the user immediately into the next issue item. Save & Copy will take the user immediately to the next new issue item, but containing a copy of all of the details entered in the current issue being created)