The Issues module is used to track any issues for the project and link them back to Action Items, RFIs, Change Orders, PCOs and Punch Lists.
- Click Issues. This link usually appears in the navigation bar on the left side of the screen on the project homepage, under the Logs header
Note:
Issues can be reviewed with several preset views. For more detail on views, please see Creating a New View.
- Click New at the top of the page to create a new Issue, then complete the following sections.
Note:
- Any field with an asterisk (*) is a required field and must be entered.
- For more information on the Ball-In-Court and Cc fields, see Ball-in-Court and Cc Notifications. - Enter General Information.
- Enter Action Plan details.
- Enter Discussion items. Each discussion entry will note the user's name and timestamp.
- Enter Resolution information.
- Use Related Items to select PCOs, Action Items, RFIs, COs, and Punch Lists to relate to the Issue.
- Add or view relevant Attachments. For more details on attachments, see Attaching Files in VPO.
- When complete, click Save and Close at the bottom of the page.