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Project Management - Issues

Issues are defined tasks for a given project. When you create a Project Template, issues are generic items that apply for the specific project type. You can apply default issues for each project type and assign the issue to staff as necessary once the project starts.

For more information about project management, see Project Management - Templates.

You have the option to apply the issue to all project templates or specific client projects only. Use the project management area to define generic template issues, and use the client project area to define client specific issues.

Note: If you create an issue for a project template (with existing client projects) a prompt appears with the option to "Assign to all Client Project Y/N?". If you select yes, all existing client projects for that template are updated with the issue. If you select no, the issue is added to the template and added for only new client projects created using the template.

Subject (Issue)

Enter a subject for the issue.

Description

Enter a description of the issue. Click the ellipsis button () to launch the memo description dialog to enter a detailed description.

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.

Start On / Due On

Use the drop-down calendar input to specify the start date and due date 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.

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.