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Project dialog - Issues

Issues are defined tasks for a given project. When you access the issues tab of the Project dialog you can see general issues if you specified any in the Project Template. Use the issues tab to create tasks for the client project.

Create or modify an issue in one of the following three ways:

Enter or edit details directly from the Issues tab. The first row in the issues table enables you to create an issue, and you can edit any of the fields for the existing issues.
Use the right-click menu and select "New" or "Edit" to create or modify an issue. The Issues dialog opens where you can define or modify issue details.
Enter issues from the calendar view of the Scheduler by clicking to open the scheduling dialog. From the scheduling dialog you can use the right-click menu on the calendar display to create or modify an issue.

Subject

Enter a description of the issue.

Type

Click in the Type column and select an issue type from the drop-down menu. To customize types, right-click anywhere in the Issues pane and select Settings | Customize Types. For more details see here.

Assigned to

Select a user from the list of available users assigned to the file. Once selected, this assignment can be changed by a user if:

the person is assigned to the issue,
everyone is assigned to the issue, or
the person has permission to change issues created by other users

Start On / Due On

Select the appropriate dates from each of these categories.

Priority

Setting the priority of the issue helps when having to manage a large number of issues.

Status / % Complete

These two fields are used to manage issues as they are being worked on. Select the status from the drop-down list choices of "Not Started", "In Progress", "Waiting On Someone", "Deferred", and "Completed". In addition, the percent complete field enables you to monitor the progress of the issue.

Roll Forward ()

Select this checkbox if you want to include the current issue during Roll Forward of select issues. Only issues (with this checkbox selected) are included if you specified the option 'Issues with Roll Forward option selected' under Client Project Options of project template roll forward setup. See the Issues option under the section Client Project Options here.

Reminder / Time

Select a date for a reminder on the issue. Once selected, the time field becomes active so that a corresponding time can also be selected.

Once the reminder day is reached or passed, the font of the row in the issue pane is set to red and bold.

Resolution

Enter completion details about the issue into this text area. Click the ellipsis button () to access the text input dialog.

Details

These columns are automatically filled in upon creation and end of issue. You cannot modify these fields.

Created By / Created On

The user who created the issue and the date it was created.

Completed By / Completed On

The user who completed the issue and the completion date.

Modified On / Description Modified On / Resolution Modified On

These fields indicate the last modified date and time for the issue in general, when there is an update to the description of the issue, or when there is an update to the resolution area.

Tip: You can email details related to an issue by right-clicking an issue and selecting the option Send as Email. For details see here.