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Viewing Issues

You can view issues that are associated with a project, task, or iteration.

Viewing Issues Based on Status

Issues are grouped in sub-tabs by their status on the projects, tasks, and iterations in which they appear. 

To view issues on a project, task, or iteration: 

  1. Open a project, task, or iteration that contains issues, then click the Issues tab.
    The number of open issues that you have access to view is displayed in parenthesis on the Issues tab.
  2. Click one of the tabs listed below. 
    The number of issues in each category that you have access to view is displayed in parenthesis next to each heading. 
    •  Open Issues: Displays all outstanding issues. 


    • Completed Issues: Displays all issues that have been closed. 


    • All Issues: Displays all issues, regardless of issue status.

Understanding Information about Issues

You can view information about an issue when you access it. 

To access an issue and view information about it: 

  1. Navigate to a project, task, or iteration that contains issues.
  2. Select the Issues tab.
  3. Select the sub-tab that contains the issue you are trying to view.
  4. Click the name of an issue.
  5. If you have manage permissions to the issue you can edit any of the editable fields of the issue and add approvals, hours, or documents to the issue.
    Consider viewing the following tabs: 
    • Updates: You can perform the following actions in this tab:
      • Comment on the issue, or reply to an existing comment. 
      • Log time.
      • Change the status of the issue.
        For more information about updating work in Workfront, see "Updating Work."
    • Documents: Attach documents to the issue. For more information about adding documents to Workfront, see "Adding Documents to Workfront."
    • Issue Details: This tab displays the Overview and the Custom Forms sub-tabs.
      If you have manage permissions to the issue and edit rights on the custom form, you can edit some of the information on these sub-tabs. 
      View the following fields on the Overview sub-tab:
      • Name
      • Path: the path through which the issue was logged to the project. 
        If an issue was submitted as a request in a request queue, the names of the project, the Topic Group, and the Queue Topic are listed here. This field cannot be edited.
        For more information about submitting requests, see "Submitting Requests."
      • Description
      • URL: any web address related to the issue.
      • Priority: a visual flag which allows you to prioritize issues. 
      • Severity: a visual flag which indicates how severe the problem described in the issue is.
      • Primary Contact: the default Primary Contact is the user who created the issue. This field can be edited.
      • Planned Hours: displays the amount of time that will take someone to complete the issue. The default is 8 hours. This field can be edited.
      • Actual Hours: displays the amount of time that it took to complete the issue. This is the actual time that someone logs for the issue. 
      • Planned Start Date: the date when the issue is planned to start. The default is the date and the time when the issue was created. 
      • Actual Start Date: the date and the time when the issue status was changed to In Progress.
      • Planned Completion Date: the date when the issue is planned to be completed. 
      • Actual Completion Date: the date when the issue is actually completed. This field is filled in automatically when the issue status changes to Closed or Resolved, or can be manually edited. 
      • Actual Cost: the cost based on the Actual Hours logged on the issue. This field is not editable. The Actual Cost of an issue is calculated based on the following formula: 
        Issue Actual Cost = Hours Logged * User Cost Rate, where the User Cost Rate is the cost rate associated with the user logging the time to the issue. 
      • Entered By: this is the user who created the issue. This field is not editable.
      • Last Updated By: this is the user who updated any field on the issue last. This field is not editable. 
      • Custom Forms: view or select one or several custom forms to associate with the issue.
    • Hours: Shows a list of hour entries on the issue.
    • Approvals: Shows the approval paths associated with the issue.
      For more information about associating approvals with an issue, see the "Associating the Approval Process with an Object" section in "Creating Approval Processes."

Viewing Which Projects and Tasks Have Issues

You can add icons in the view of a project or task report or list to show whether they have issues attached. Adding icons to the view of a project report or list is similar for projects and tasks. 

To add icons that display whether a project has issues:

  1. Navigate to the Reporting area in your Global Navigation Bar, then click New Report, and select Project to build a project report.
    Or
    Navigate to the Projects area in your Global Navigation Bar, and select New View from the View drop-down menu to build a project view. 
    new_project_view__1_.png
  2. On the Columns (View) tab of the report, if you are creating a project report,
    Or
    In the New View dialog box if you are creating a project view, click Add Column.
  3. In the Show in this column field, start typing Status Icons, then select it when it appears in the list.
  4. Click Save View if you are building a project view,
    Or
    Click Save + Close if you are building a project report.
    The issue icons display on the projects that have issues in the Status Icons column.
    issues_icon_on_projects__1_.png