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Issues are unplanned, day to day occurrences that are dealt with outside of the project schedule (Tasks entity). Issues are typically assigned to a person to resolve.
The Issues entity can be renamed, depending on the requirement. For more details on re-naming entities, see the following knowledge base article.
The Issues entity shows the following fields by default:
The Issues entity allows users to add a title and description for the issue, placing the issue in context. The contact person is the person who raised the issue.
To classify the issue, users can specify an issue Type, issue Status and issue Priority.
The Issue Owner is the person responsible for resolving the issue. Users can also specify an action / response, which is the latest action or feedback on the issue. The action / response field is cleared with every update in order to show only the latest update / information. For full details, see the following FAQ.
The follow-up date is the date by which a new action / response should be provided.
The Issues entity also incorporates three calculated fields: Age, Create Date and Days Overdue. For more information, see the next section in this article.
The Issues entity offers the following calculated fields in order to assist in issue management:
- Age: The age field shows the number of days since the issue was logged / created.
- Create Date: The create date shows the date the issue was logged / created.
- Days Overdue: The days overdue field shows how many days have passed since the Follow Up date.
It is recommended that a global filter be set up to filter out closed issues (issues where the status is closed). This will improve ease of use of the Issues entity, as unnecessary items can be hidden from view.
When a global filter has been applied, a red block will appear on the issue list page to indicate that certain issues are hidden.
Closed issues can still be accessed by clicking on the Disable Global Filter icon (red block). The block will grey out and the hidden issues will be shown.
For more information on setting up global filters, see the following knowledge base article.
PPO has several options available in terms of issue reports and dashboard.
- Alert and Reminder Report
A valuable report in terms of issue escalation, is the Alert and Reminder Report. This report includes information from the Tasks, Issues and Risks entities and only shows the user open Tasks, Issues and Risks assigned to them.
This provides users with an overview of all items that require their attention.
- Issue Reports
Examples of other Issue Reports include:
Issue History Report
For more information on these and other Reports, see the following knowledge base article.
- Issues Dashboards
PPO has a standard Issues Dashboard:
For more information on this and other Dashboards, see the following knowledge base article.