Project managers use issues management to help organize and prioritize the current challenges that threaten project success. Issues are different from risks, in that they have already occurred and usually need some immediate attention, whereas risks are issues that
occur. Often, team
Selecting the Issues tab reveals a list of projects you have permissions to view as shown in Figure 18.19.
Figure 18.19. View and submit issues in all projects.
You must have Windows SharePoint Services to use issues in PWA.
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On the initial projects Issues page, you may choose to select summaries of issue statistics for all projects you can view. This allows you to see the number of active, postponed, or closed issues for your projects. This grid can then be printed or exported to Excel using the links at the bottom of the grid.
The Go to Selected Project Workspace selection as shown previously in Figure 18.2 allows you to go to the workspace for the selected project if you want to view documents, risks, and issues
When you select a project
Figure 18.20. Issues list for a project in PWA.
To be able to add an issue to the project you must be a member of the Team Members site
To add an issue, perform the following steps:
When an issue is defined for a project, a graphical icon is displayed adjacent to the project within the Project Center Summary view. If an issue is attached to a specific working task, a graphical icon appears within the Project Center detail views. If you select an issue graphical icon, PWA opens the appropriate project issue group for review and updates.
Editing, Deleting, and Alert Me Actions on Issues
From the project's issues list, the Issue ID and Title are
You can also click to the right of the issue title and, in the drop-down list that displays, select Edit Issue, Delete Issue, or Alert Me as shown in Figure 18.22.
Figure 18.22. Drop-down list to select action on an issue.
Viewing and Reporting Issue Items
You have several options for viewing and reporting on the issues for a project. These
To view the issues on your project in different ways, you can select one of
Under Actions in the side pane, you can select View Reports. On the Report Types screen, select the kind of report you want to view. You can analyze issues by category, issue assignee, or dates. Figure 18.23 shows a report by person (the person assigned to the issue).
Figure 18.23. A category issues report.
You can use the Alert Me option at the issue list level to receive an email to notify you of any changes for all issues in the project. You can choose to be notified when issues are added, changed, or deleted, or for all changes. You can also choose to be notified immediately or in a daily or weekly summary.
This is different from the Alert Me function described previously for individual issues. You can select to be
Export to Spreadsheet
You can export the issues list to an Excel spreadsheet as shown in Figure 18.24. To do so, click on Export to Spreadsheet in the Actions side pane on the issues list for the project. This is especially handy for taking the list of issues to meetings to discuss and update them within the meeting itself, or for sharing the issues list with others who may not have access to Project Server. Then, after you make changes in Excel, you can use the Synchronize with Project Server selection on the side pane to bring the changes you made in Excel into Project Server.
Figure 18.24. The issues list exported to an Excel spreadsheet.
Edit in Datasheet
The issues list can also be mass edited by using the Edit in Datasheet option on the toolbar. This
In the Datasheet view, select the Task pane and explore the various Microsoft Office tools you can use to analyze and report on issues. For example, you can use Create an Excel PivotTable Report to chart your issues trends.
Modify Settings and