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Add, Delete and Modify Issues

You can maintain project issue records using the 'Issue Detail' dialog from the Project Issues view.

Access

Ribbon

Construct > Project Management > Issues-Tasks > Project Issues

Maintain Project Issues

Step

Action

See also

1

If creating a new issue, double-click in a blank area to display the 'Issue Detail' dialog and complete the blank fields.

If editing an existing item, double-click on the item to display the 'Issue Detail' dialog and edit the fields.

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 date on which the issue was resolved (select the checkbox to activate the date)
  • The name of the person who resolved the issue
  • Any comments on the resolution
Set Auto Naming and Auto Counters

3

Click on the Apply 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.

6

To delete an issue in the Project Issue view, right-click on the entry and select the 'Delete' option, then click on the Yes button on the confirmation prompt.

Notes

  • You can filter the list of issues by status, to show all issues or just Open, Closed or Under Review issues, using the 'Set term filter' context menu option