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.

Before you begin

Role required: it_project_manager

Procedure

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

   Table 1. Issue form

   Field	Description
   Number	System-generated ID number with a configurable prefix.
   State	Current state of the issue. All new issue records are created in the Open state. The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped
   Priority	Urgency of resolving or managing the issue based on possible impact.
   Estimated cost	Estimated cost the issue generates.
   Impact	Impact on the outcome of the project if the issue remains unresolved.
   Due date	Requested date for the assigned resource to resolve the issue or the date on which the issue must be closed or addressed if not assigned to any resource.
   Assigned to	Primary resource assigned to work on the issue resolution.
   Parent	Project to which this issue belongs.
   Show on project status report	Option to specify whether the issue information should be included in the project status report.
   Short description	Brief description of the issue and its potential impact on the success of the project. As you start typing the title for your issue, related issues that potentially match your issue are displayed. Click the suggestion icon () to select from the list of predefined issue descriptions.
   Description	Details of the issue and its potential impact.
   Work notes	Information to record and track the work accomplished for resolving the issue.

5. Optional: Search in the knowledge base for any article related to the issue.
   1. Click the search knowledge icon ().
   2. If you find relevant articles, click the title of an article to view its content.
   3. If you want to include the content of the article in the issue, click 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. Click Submit.

What to do next

• 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.