You are here: Help Topics > Setting up your file > Project Management > Subproject Management - Issues

Subproject Management - Issues

Issues are defined tasks for a given project. When you create a Subproject Template, issues are generic items that apply for all client subprojects. You can apply default issues for the subproject template and create client subprojects using the given subproject template.

For more information about subproject management, see Subproject Management - Templates.

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

Note: If you create an issue for a subproject 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. Once saved, only the original author may edit the subject field.

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 add, delete, or edit types, right-click anywhere in the Issues pane and select Settings | Customize Types. Click Default to restore the default types.

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.