Creating and managing issues can be done from two places within the desktop application. Managing issues from the Project form automatically limits the list to just those issues pertaining to the project you are on in the Project form.

Conversely, all issues, from all projects, can be managed from the global Issues form found in the Common section of the standard ribbon menu.

1 Managing Your Project’s Issues
- 1.1 Issue Fields
- 1.2 Issue Notifications
- 1.3 Issue Folder
- 1.4 Issue Status
- 1.5 Issue Type
2 Global Issue Tracking

Managing Your Project’s Issues

An Issue is a child object of a Project. An Issue is intended as a quick way for an employee to report an issue via the mobile app and track progress of the issues.

Issue Fields

The following is a list of fields for Issue records

Status - Used to track the current state of an issue.
To modify the list of types and statuses, right-click on the type/status selection popup window
Links - Issues can now be linked to other Project items like Phase, Drawings, Change Orders, RFI, etc. (New in version 2.16.000)
Done - True/False for if the item is completed.
The ‘Done’ field can be auto completed by a Status change by setting the CompletesIssue field to true on the Status record.
Type - Used to segregate types into groups.
Number - Auto-numbered starting at one for each Project.
Description - A general description of what issue needs to be resolved.
Resolution - A general description of how the issue will be resolved.
Double click the current value of the Description or Resolution to edit it
CreatedOn and CreatedBy - The time/date and employee are logged when an Issue is first created
CompletedOn and CompletedBy - The time/date and employee are logged when an Issue is marked as Done. Unchecking the Done field will clear these fields, and they will be repopulated with a new value when checked as Done again.

Issue Notifications

You can configure notifications in Options for the following events

Issue Added
Issue Status Changed
Issue Deleted

Issue Folder

Options can be configured so that a folder is created for each issue under the project folder.

See this article for more information

Issue Status

Each time you create a new issue, the status will default to the selection you’ve identified as your ‘Default’. You can change it on-the-fly when creating the issue or edit the status at any time.

Click the wrench icon on the Select Status pop-up window to enable editing.

Fill Color - Click the rectangle box next to the status to select a theme color, standard color, or a custom color for the background.
Font Color - Click the rectangle box next to the status to select a theme color, standard color, or a custom color for the background.
Is Default - Select the status that you want each issue to default to when created and a specific status is not intentionally selected.
Completes Items When Changed to this Status - Check this box if you want the issue to be marked as ‘Done’ when its status gets changed.

Pro Tip: Rearrange the sort order of the statuses by simply dragging-and-dropping them in the list in the order you want them to appear.

Issue Type

Create different issue types to fit your business needs. Types allow you to sort and filter your data, whether on-screen or on a printed report.

Tip: Right-click on items in the list to modify them

Global Issue Tracking

This global issue tracking form allows you to see and manage all issues across all your projects.

From the ribbon menu, select the Issues form.
Right click on one or more records to open a pop-up context menu with additional options.
From the pop-up context menu, you have multiple options to choose from. Clicking the ‘expand’ arrow next to the Report, Link to, or Get Link options will open a second pop-out window with additional options to choose from (e.g.,'Link to': Phase (aka: Work Order), RFI, RFQ, Change Order, or Drawing records).
Selecting the expand arrow next to Report allows you to print or save a report to a PDF.
Double click in the Links column to add or edit any existing links to Phases, Change Orders, RFIs, RFQs, Drawings, etc.
Using the Split Orientation option allows you to toggle the tabs from stacked vertically, to spread horizontally and vice versa, depending on your monitor’s screen real estate and personal preference.