Add, Delete and Modify Issues

This topic explains how to maintain project issue records using either the:

  • Issue Detail dialog from the Project Issues tab of the Project Information window, or
  • Project Issues dialog

These two dialogs have very similar fields.

Access:    View | More Project Tools | Project Information > Project Issues tab ( Alt+2 )
                  Project | Documentation | Issues

Use to:

  • Add project issues
  • Edit project issues
  • Delete project issues

How to:

To maintain issues, follow the steps below:

Step

Action

See also

1

If creating a new issue:

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

If editing an existing item:

  • On the Project Issues tab, double click on the item
  • On the Project Issues dialog, click on the item in the Project Issues & Discussion list

The Project Information Window

2

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

  • The issue name
  • Auto counters - if you have configured these, click on the Auto button
  • 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

Use 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 Project Issues tab, right-click on the entry and select the Delete context menu option, then click on the Yes button on the confirmation prompt
  • 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 Project Issues dialog, closed issues, using the Show Closed Issues checkbox
  • On the Project Issues tab, all issues or just Open, Closed or Under Review issues, using the Set Term Filter context menu option