Issue Business Process

Use the Issue business process to track issues on a project, which may or may not include costs. Issues can be created from many other business processes, such as Risk or RFI, and may in turn create Change Requests.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Canceled

terminal status

Closed

terminal status

Closed_Cost_Impact

terminal status

Closed_No_Imp

terminal status

Closed_SchedCost_Imp

terminal status

Closed_Sched_Impact

terminal status

Awaiting_Review

non-terminal status

Open

non-terminal status

Sent_for_Revision

non-terminal status

Workflow

The default workflow for the Issue business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Related Processes

The Issue business process might create the following business processes: Change Request

The Issue business process might be created by the following business processes: Daily Report, Meeting Minutes, Request for Information, Risk

Creating an Issue Record

Create an Issue record by navigating to Project Management / Issue on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Issue task that has been assigned to you from the Tasks log.

Complete the Issue form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Project Management, and then select Issue.
  3. On the Issue page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Issue.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Issue but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Issue Form

Key Information

Enter the main information about the issue.

Field Name

Access

Description

Title

Required

Enter a title.

Amount

Read-Only

Total amount (sum of amounts for all line items)

Issue Priority

Editable

The priority of the issue

Issue Severity

Editable

The severity of the issue

Identified By

Editable

The person who has identified the risk

Identified Date

Editable

The date the risk was identified

Contract

Editable

The contract that is a reference to this record

Spec Section

Editable

Specification section

Exclude from Reporting?

Editable

Used to exclude this record from some project or organizational reports

Description

Enter a brief description of the issue and provide further details on the long description field.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Resolution

Enter information about how and when this issue is expected to be resolved. After it is resolved, you can specify the date it was resolved.

Field Name

Access

Description

Forecasted Resolution Date

Editable

The date when the issue threat has been eliminated, is no longer present, or is resolved independently

Notes

Editable

Any additional notes

Actual Resolution Date

Editable

Actual date of Issue Resolution

Cost & Schedule Estimates

Identify the total estimated impact in terms of cost and schedule that may have this issue. The figures are the sum of all the estimates of all the line items.

Field Name

Access

Description

Cost Impact

Editable

Indicates whether there is a cost impact

Schedule Impact

Editable

Indicates whether there is a schedule impact

Owner Cost Estimate

Editable

If there is a cost impact, this field shows the total amount of the cost impact.

Owner Schedule Impact Estimate (Days)

Editable

If the schedule is impacted, this field indicates the number of days that impact the schedule.

Cost Impact Notes

Editable

If there is a cost impact, describe the reason.

Schedule Impact Notes

Editable

Description of why the schedule is impacted, if a schedule impact is indicated

Change Request

The fields below determine whether or not a Change Request Record will be automatically created after this issue is closed.

Field Name

Access

Description

Create a Change Request?

Editable

Change request will be auto-created with the selection of the Contract as a requirement to = Yes.

Change Request Record

Read-Only

Link to the created Change Request record, after created from an Issue

Change Reason

Editable

The reason for this change

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Name

Read-Only

Name of the project

Project Number

Read-Only

Unique Project Number

Related Activity/Milestone

Schedule information of the selected activity/milestone

Field Name

Access

Description

Activity/Milestone

Editable

Select the activity or milestone that should be used to track the planned and actual dates in this record.

Activity Name

Read-Only

The name of the selected activity/milestone from Project Schedule

Planned Start

Read-Only

The planned start date from the selected activity/milestone

Planned Finish

Read-Only

The planned finish date from the selected activity/milestone

Actual Start

Read-Only

The actual start date for the project from the schedule activity/milestone

Actual Finish

Read-Only

The actual finish date from the selected activity/milestone

Additional Information

The Issue Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Issues Date Picker UDF 1

Disabled

Reserved for future use by your organization

Issues Date Picker UDF 2

Disabled

Reserved for future use by your organization

Issues Decimal UDF 1

Disabled

Reserved for future use by your organization

Issues Decimal UDF 2

Disabled

Reserved for future use by your organization

Issues Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Issues Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Issues Currency Amount UDF 1

Disabled

Reserved for future use by your organization

Issues Currency Amount UDF 2

Disabled

Reserved for future use by your organization

Issues Picker UDF 1

Disabled

Reserved for future use by your organization

Issues Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Issue Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Issues Text 255 UDF 1

Disabled

Reserved for future use by your organization

Issues Text 255 UDF 2

Disabled

Reserved for future use by your organization

Issues Text 255 UDF 3

Disabled

Reserved for future use by your organization

Issues Text 255 UDF 4

Disabled

Reserved for future use by your organization

Issues Long Text UDF 1

Disabled

Reserved for future use by your organization

Issues Long Text UDF 2

Disabled

Reserved for future use by your organization

Currency

If the currency of this Issue is different from the project currency, specify it here.

Field Name

Access

Description

Transaction Currency

Editable

If there are multiple currencies defined, use this field to specify a currency other than the project currency.

Rate in Project Currency

Read-Only

Exchange rate that will be used to calculate the Project Currency Amount. This will be set after the record is saved, submitted, or sent forward in the workflow. After it is set for a record, it cannot be changed.

Project Currency Amount

Read-Only

This field shows the amount of the transaction, according to the project currency.

Consolidating Line Items

Issue line items can be consolidated from the following business processes:

Completing the Standard tab

Issue Information

Cost breakdown for this Issue line item

Field Name

Access

Description

Cost Code

Required

Enter a cost code.

Code Name

Read-Only

Populates the code name of the selected cost code

Cost Impact

Editable

Cost impact of this issue line item

Description

Description for this Issue line item.

Field Name

Access

Description

Short Description

Required

Enter a description of 250 characters or fewer.

Detailed Line Item Description

Editable

Enter additional detailed information about the line item description field.



Last Published Monday, April 14, 2025