Adding a New Issue

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To add a new issue to a project,

  1. Select Project Module Menu (Project #) > Go To > Issues, or click the Issues link on the Left Navigation bar within a particular project.
  2. Click Add.
  3. Enter a name.
  4. Enter a description.
  5. Select a priority, severity, and category for this issue.
  6. Enter the recommended action and resolution.
  7. Select an owner for this issue.
  8. Enter the date on which the issue is opened and the due date for resolving the issue.
  9. Click the Save.
  10. To add documents:
    1. Select the Documents tab.
    2. Click Add Doc.
    3. Enter a name.
    4. Click Browse and select a file from your local/network drive, or enter the document URL.
    5. Click Add Document.
  11. To add notes:
    1. Select the Notes tab.
    2. Click Add Note.
    3. Select the note type.
    4. Enter the text.
    5. Click Create.

Related Topics

Working with Project Issues

Updating Issues

Deleting Issues

Closing Issues



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Last Published Tuesday, December 16, 2014