Add an issue

  1. Choose Project, Issues.
  2. Click on the Edit Toolbar or choose Edit, Add.
  3. Display Issue Details, then click the General tab.
  4. Type the issue's name.
  5. In the Responsible Manager field, click , select the person to assign, then click the Select button.
  6. In the Tracking Layout field, click , select the layout to associate with the issue, then click the Select button.
  7. In the Date Identified field, click to select a date (if different than the current system date).
  8. Select the issue's status.
  9. Select the issue's priority level.
  10. Click the Details tab.

    If applicable to the issue you are adding, type values in the Lower Threshold, Upper Threshold, and Actual Value fields. For issues that you add manually, these fields are informational only and are not used for calculations. For threshold-generated issues, these fields display the threshold values assigned to a threshold parameter and the actual value calculated for the threshold.
  11. To associate the issue with a work breakdown structure (WBS) element other than the root WBS element, in the Applies to WBS field, click , select the WBS element, then click the Select button.
  12. To associate the issue with a resource and/or a specific activity, click in the appropriate field, select the resource or activity, then click the Select button. If resource security is enabled, you can only view current project resources and resources you have access to.
  13. To record a description of the issue, click the Notes tab, then click Modify to type a description of the issue in an HTML editor.

    In the editor, you can format text, insert pictures and tables, copy and paste information from other document files (while retaining formatting), and add hyperlinks.

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Last Published Wednesday, May 25, 2016