Add, Delete and Modify Issues

You can maintain project issue records using either the:

Issue Detail dialog from the Issues tab of the Project Status view, or
Project Issues dialog

These two dialogs have very similar fields.

Access    Project | Project Status >  Issues or
                  Project | Documentation | Issues

Maintain Project Issues

Step

Action

See also

1

If creating a new issue:

On the Issues tab of the Project Status view, double-click in a blank area to display the Issue Detail dialog, click on the New button

or

On the Project Issues dialog, click on the New button

 

If editing an existing item:

On the Issues tab of the Project Status view, double-click on an item to display the Issue Detail dialog

or

On the Project Issues dialog, click on the item within the Project Issues & Discussion list

 

The Project Status View

2

Enter or update the following issue details, selecting a value from the field's drop-down list where appropriate:

The issue name
Automatic naming - if you have set up automatic naming conventions, click on the Auto button to insert the predefined element name and counter text; if you already have some text in the Name field, it is over-written by the automatic naming text
The issue priority
The date the issue was raised
The issue status
The issue owner
A description of the issue
The name of the person who resolved the issue
The date on which the issue was resolved (select the check box to activate the date)
Any comments on the resolution

 

 

 

 
Set Auto Naming and Auto Counters

3

Click on the Apply or Save button.

 

 

4

If the issue is closed (and all the Resolution fields are completed), click on the Close Issue button.

 

 

5

To create another entry, click on the New button, or to close, click on the OK or Close (Project Issues dialog) button.

 

 

6

To delete an issue:

On the Issues tab, right-click on the entry and select the Delete context menu option, then click on the Yes button on the confirmation prompt

or

On the Project Issues dialog, click on the item in the Project Issues & Discussion list, ensure that the Resolution fields are complete, then click on the Delete button

 

 

Notes

You cannot delete a Closed issue through the Project Issues dialog
You can filter the list of issues by status, to include or exclude:
On the Issues tab, all issues or just Open, Closed or Under Review issues, using the Set Term Filter context menu option
On the Project Issues dialog, closed issues, using the Show Closed Issues checkbox