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 ), or
                  Project | Documentation | Issues

Use to

Add project issues
Edit project issues
Delete project issues

How to

To maintain issues



See also


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


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 to insert predefined auto-counter text; if you already have some text in the Name field, it is over-written by the auto-counter 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





Use Auto Naming and Auto Counters


Click on the Apply or Save button.




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




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




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




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