Issues Report

[Steve Lundwall]

Using Project Server 2003, we have a large project in which many Issues continue to come up which can be categorized as;

Scope Clarification
Policy
Follow Up
Information
Training

Some of these can be tied directly to Tasks but some cannot. I have a couple of questions.

a.. First, how can I customize the 'Issues: New Item' page so I can add my own categories and other defining factors?
b.. Second, can I get the Issues page to then show these in the columns
c.. Lastly, how do I create a report of all the open issues with the detail? I want to use this to drive the agenda for a recurring Steering Committee Meeting. I need to be able to run a report that basically prints out all the remaining open items with detailed text.
Or am I barking up the wrong tree? I want all of these Issues and Risks (things that need attention and decision) to be recorded in the project but it's not useful if I can't use the list to drive the meeting agenda. Any ideas? Thanks.

Steve

 

[al.ponds]

You can modify the Issues category settings in PWA (This is provided
you have the proper security rights to modify)

1. In PWA Click Issues

2. Click the large Project plan wish to modify

3. On the left Action Pane, Click modify setting and columns

4. Scroll the Category section

5. Click Catergory link

6. Type each of the following on a separate line:
(1) Scope Clarification
(2) Policy
(3) Follow Up
(4) Information
(5) Training

7. Click Ok


Thanks,
al.p

 

[Steve Lundwall]

Nevermind. I figured out how to add the View I needed and export to Excel which I can use for my report. I also customized the Issues screen (Thanks to the http://www.projectserverexperts.com/ guys)

Steve


Using Project Server 2003, we have a large project in which many Issues continue to come up which can be categorized as;

Scope Clarification
Policy
Follow Up
Information
Training

Some of these can be tied directly to Tasks but some cannot. I have a couple of questions.

a.. First, how can I customize the 'Issues: New Item' page so I can add my own categories and other defining factors?
b.. Second, can I get the Issues page to then show these in the columns
c.. Lastly, how do I create a report of all the open issues with the detail? I want to use this to drive the agenda for a recurring Steering Committee Meeting. I need to be able to run a report that basically prints out all the remaining open items with detailed text.
Or am I barking up the wrong tree? I want all of these Issues and Risks (things that need attention and decision) to be recorded in the project but it's not useful if I can't use the list to drive the meeting agenda. Any ideas? Thanks.

Steve