Project Issues
Background
The Project Issues records allow users to document any project issues that arise during the life-cycle of a project, generate reports on these issues, relate any Action records to an Issue, and collaborate with other system users in documenting project-related issues.
Access: From the module menu, Records --> Issues
Available reports: Issue Log
Issues Record - Field Guidance
Relate your Issues record to your Project and the applicable discipline with the provided field options.
Status field indicates whether your Issue record is open or closed.
Provide Issue Details, a Treatment Strategy, and relate any needed Action records (if applicable).
Click the Save icon to save this record and relate to your project.
For reporting, click the Chevron to the right of the Print button, and then select BI Reporting.
Issues Record Tabs
Once your Project Issues record is saved in PMWeb, a number of record tabs appear for use and collaboration. These include:
Notes: Document and save any notes related to this Project Issues record.
Attachments: Attach any documents related to your Issues record in the Attachments tab. These will live with this record in the PMWeb ecosystem.
Collaboration: Request collaboration from other project team members using the Collaboration tab.
Notification: Send notifications to other PMWeb users, sharing your Issues record as needed.
Submit Issues Record for Collaboration
Within the Collaborate tab, click the +Add icon in the collaboration table to begin collaborating with other PMWeb user/s.
2. Select your team member/s for Collaboration on this record using the Request Collaboration field.
3. Provide the necessary permissions for your collaborators, using the available radio buttons, for the record.
4. Select a Due Date and add a Message as needed.
5. Click Save and Send (top-left icon) to submit this record to your collaborators.
Collaboration Review & Tracking
Once your collaborates receive a notification, they visit your Issues record and provide comments and/or attachments as needed.
Collaboration is complete once a collaborator selects either Comment or Review and clicks Save.
A record, or log, of all collaboration on this record is available towards the bottom of the Collaboration tab.