- \n
- Issues page from the Projects navigation bar<\/li>\n
- Project Issues portlet on the Project Workspace<\/li>\n
- Issues Detail window of the Activities page<\/li>\n
- Issues Detail window for the project on the EPS page<\/li>\n
- My Issues portlet from the Dashboards page<\/li>\n<\/ul>\n
This Primavera tutorial demonstrates the functionality of Issues in\u00a0Primavera P6 Enterprise Project Portfolio Management<\/a>.<\/p>\n
Step 1.<\/strong>\u00a0Open a project and select \u00cfssues from the Projects navigation bar. The image below depicts the issues in collapsed format.\u00a0 Notice that you can add issues, expand, collapse, view and\/or add issue forms, and customize the appearance the of Issues page.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues1-618x432.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 2.<\/strong>\u00a0The image below illustrates the Issues displayed in expanded list view.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues2-618x433.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 3.<\/strong>\u00a0Issues can also be viewed in chart format. Chart options are Histogram, Stacked Histogram, and Pie Chart.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues3-618x432.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 4.<\/strong>\u00a0You can customize the Issues page in the following ways: customize the columns displayed, apply filters, group the issues, and select the type of chart displayed. The screenshot below illustrates the Columns dialog box.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues4-618x433.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 5.<\/strong>\u00a0You can customize the filters using the dialog box below.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues5-618x432.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 6.<\/strong>\u00a0 Select the fields for grouping the issues.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues6-618x433.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 7.<\/strong>\u00a0Select your desired chart format.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues7-618x432.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 8.<\/strong>\u00a0Select Add an Issue and complete the issue form. The image below depicts that the Default Form has been selected. However, you can develop numerous custom issue forms to capture information (such as user-defined fields) needed by your organization.<\/p>\n
\n- \n
![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues8-618x435.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 9.<\/strong>\u00a0Issue Forms allow you to select the fields to display on the form, specify default values, and mandatory fields.<\/p>\n
\n- \n
![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues9-618x434.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 10.<\/strong>\u00a0When customizing Issue Forms, you can also identify which projects can utilize the issue form by selecting the Access tab and clicking Assign Projects.<\/p>\n
\n- \n
![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues10-618x435.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 11.<\/strong>\u00a0Each issue must be assigned a unique Issue Name, Identified By, Priority, Responsible Manager, Status, and any other mandatory fields specified in the Issue Form. You can also select an activity or WBS element that the issue Applies To as well as the Owner, which is a resource associated with the issue. The Resolution Date can be utilized in conjunction with the Status field to close the issue when it is resolved. Additionally, you can include a lengthier description, issue codes, user defined fields, and related items.<\/p>\n
\n- \n
![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues11-618x433.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 12.<\/strong>\u00a0Issues can also be viewed and managed by using the Project Issues portlet in the Project Workspace.<\/p>\n
\n- \n
![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues12-618x435.png\" "\\"\\"")
<\/a>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n\u00a0<\/p>\n
Step 13.<\/strong>\u00a0You can add the Issue portlet to the Project Workspace by selecting customize from the Workspace & mark the checkbox to include Project Issues.<\/p>\n
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![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues13-618x435.png\" "\\"\\"")
<\/a>\n![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues14-618x434.png\" "\\"\\"")
<\/a>\n![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/issues15-618x434.png\" "\\"\\"")
<\/a>\n![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues16-618x432.png\" "\\"\\"")
<\/a>\n![\"\"](\"http:\/\/primaveratrainingblog.mssprojectsanalytics.com\/wp-content\/uploads\/2013\/12\/Issues17-618x434.png\" "\\"\\"")
<\/a>\n