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 | Status > Issues   or

Package | 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 these 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 button 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 button or (on the 'Project Issues' dialog) the Close button.

6

To delete an issue:

  • On the 'Issues' tab, right-click on the entry and select the 'Delete' 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