Add an Issue

Contents

To add an issue:

1. In the Project View, expand the project you are working in.
2. Expand the Project Information folder and click Issues.
3. Click Add Document .
4. Use the information below to edit the issue.

On the General tab:

1. Enter a title.
2. Enter an issue code.
3. Edit the Number field if desired. Contract Management automatically enters a number.
4. Click Select Date next to the Opened and Closed fields and select the appropriate dates. Contract Management automatically enters the current date in the Opened field.
5. Click Select Contract next to the Contract field to choose a contract to which the issue applies.

On the Status tab:

1. Click Select Ball in Court next to the Ball in Court field to choose a contact for the issue.
2. Select a priority and a status from the drop-down lists.

On the Linked Documents tab:

This tab lists information about the documents linked to the issue. For new issues, the fields will be blank.

On the Attachments tab:

• Click Attach File to attach a file to the document.
• Click Attach from Repository to attach a document from the content repository. These documents are external to Contract Management. This will not display unless the administrator configured Contract Management to use the repository. See Configure the Content Management Version Document and Attachment Feature.
• Click Attach URL to attach a web address to the document.

Save the issue:

When you are finished editing the issue, click Save.