Construct PM - Issues

Overview

The Issues screen can be used to enter any problems encountered with the project. Issues may be reported internally or externally.

The Issues Log Screen

The Issues Log screen

The Issues log is what appears after selecting Issues from the main menu. To view an issue, select it from the menu on the left hand side. Issues are labeled by their issue number, subject, and status.

NOTE: Issue numbers are automatically assigned upon the creation of an issue record and cannot be edited from Construct PM.

The user may edit issues found in this screen, assuming they have the relevant security privileges enabled (please see the Security section for more details). Once the issue has been edited press Save.

Sort

Press the icon that reads, "Record Number" to sort issues by record number, creation date, due date, or status. Press the arrow next to the sort option to sort in ascending or descending order.

I/O Email

The I/O Email screen

Press the I/O Email icon to bring up the above screen. From here users can send I/O emails regarding the issue. The From, To, and CC fields default from their entries in the issue record.

Email Report

The Email Report screen

Press the Email Report icon to bring up the above screen. From here, users can send emails containing an issues report.

NOTE: The Email Report feature requires the user’s Enterprise security role to have the ‘Report User’ flag enabled. For more information, please refer to Define Roles.

Delete

Press this link to delete the issue record from the project.

Creating An Issue

The Create Issue screen

To create an issue from within Construct PM, press the Plus icon at the bottom of the Issue log screen. Enter the issue's information then either press Submit to send the issue record to the chosen parties, or save the issue as a draft to return to it later.

Status

Select the current status of the issue. Issues can be closed, in progress, new, open, or a work order. The status options available in the LOV are managed in the Maintain Data Process screen on the Issue Status node in the System Data module. For more information, refer to Issue Status.

Subject

Enter the subject of the issue.

Severity

Select the severity of the issue. An issues severity can either be immediate, or a matter of days.

Type

Select the type of issue being entered.

Date Created, Date Required

The Date Created field is the current date by default. Enter the date by which a resolution to the issue is required.

From

Enter the user from who the issue will be sent after pressing Submit. This will default as the currently logged in user, although it can be changed if the user has the "Create" Project Role box checked (see the Security section for more details).

Responsibility

Select the contact responsible for resolving the issue.

To, CC

Select who to send the issue and who to CC.

Description

Enter a full description of the issue.

Suggestion

Enter a suggested resolution for the issue.

Resolution

Enter how the issue was resolved.

Resolution Date

Select the date the issue was resolved.