Add issues for a project

Add an issue to a project to escalate a risk or to track an unexpected problem such as a technical malfunction or resource unavailability that occurs during any phase of the project life cycle. If the issue remains unresolved, unnecessary conflicts, delays, or even a failure can occur.

始める前に

Role required: it_project_manager

手順

1. Navigate to All > Project > Projects > All.
2. Select the project to which you want to add an issue.
3. In the Issues related list, select New.
4. On the Issue form, fill in the fields.

   For more information, see Risk, issues, decisions, actions, and request change (RIDAC) form.

5. オプション: Search in the knowledge base for any article related to the issue.
   1. Select the search knowledge icon ().
   2. If you find relevant articles, select the title of an article to view its content.
   3. If you want to include the content of the article in the issue, select Attach to Issue.
      The article content is copied in to the Description field of the Issue form. You can modify the text if necessary.
6. Select Submit.

次のタスク

• Convert an existing issue to decision, action, or request change and close the issue. For more information, see Convert one RIDAC (Risk, Issue, Decision, Action, and Request Changes) record to another for a project.
• Associate the issue with your existing risks so you can track dependencies and recognize trends for future. For more information, see Associate existing RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project.

関連概念

• Adding RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project