Issue Fields

The issue fields contain the details of the issue, including what is needed, who is completing the information, and when it is due.

Table 1. Issue Fields
Field Description
State When adding an issue, you can select the initial state of the issue to indicate Assigned, Open, or Draft.
Type Select the issue type from the list to be able to sort and filter by type later. Depending on the project settings, The type may default and/or the To field may be filled in automatically based on the issue type.
Number (Required) Enter a unique identifier for the issue. Depending on the project settings, the issue number may generate automatically.
Title (Required) Enter a title for the issue up to 60 characters.
Description Enter a detailed description of the issue.
Priority Select the option for the priority of the issue.
  • Low
  • Medium
  • High

Depending on the project settings, the priority may determine the default due date.

Responsible Party Select the person to whom you want to send the issue. Depending on the project settings, this field may default based on the selected issue type.

To filter the list of contacts:

  • Enter the first few letters of the contact's name to filter the list.
  • Click Team Contacts to filter the list to contacts in your enterprise.
  • Click PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.

To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.

To add a new contact, click New Contact. See Add a New Contact on the Fly in an Issue.

Due Date Enter the date you want a response to this issue. This date defaults based on the project settings and may be determined by the priority.
Assign To Select the person to whom you want to assign to answer the issue.

To filter the list of contacts:

  • Enter the first few letters of the contact's name to filter the list.
  • Click Team Contacts to filter the list to contacts in your enterprise.
  • Click PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.

To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.

To add a new contact, click New Contact. See Add a New Contact on the Fly in an Issue.

CC Select the names of contacts who should receive a copy of the issue.

To filter the list of contacts:

  • Enter the first few letters of the contact's name to filter the list.
  • Click Team Contacts to filter the list to contacts in your enterprise.
  • Click PM Firm/Spectrum Contacts to filter the list to just contacts from your ERP system.

To add a Team user (someone who has a Team user account), enter the full email address associated with that user. Note this is not required if your enterprise is configured to limit contacts to Vista PM firms.

To add a new contact, click New Contact. See Add a New Contact on the Fly in an Issue.

To remove a contact from the CC list, click next to the contact.

Status Select the status of the issue.
Reference Enter reference information for the issue.
Spec Section Enter the first few characters of specification section related to the issue and select it from the list. To add a new section, enter the complete specification section up to 20 characters and click New Spec Section.
Drawing Enter the first few characters of name of the drawing related to the issue and select it from the list. To add a new drawing, enter the complete drawing name up to 60 characters and click New Drawing.
Change Impact - Schedule Select the check box to indicate that the project schedule could be impacted by the information in the issue or change made due to the issue.

When you select the check box, two fields appears. In the first field, enter the number of days by which the schedule is impacted. In the second field, enter additional information about why this area could be impacted, up to 60 characters.

Change Impact - Cost Select the check box to indicate that the project cost could be impacted by the information in the issue or change made due to the issue.

When you select the check box, two fields appears. In the first field, enter amount by which the project cost is impacted. In the second field, enter additional information about why this area could be impacted, up to 60 characters.

Change Impact - Drawing Select the check box to indicate that the project drawings could be impacted by the information in the issue or change made due to the issue.
Notify Recipients (Available once a work item has been created, and enabled by default.) If you do not wish to send email notifications to the reviewer and those included in the CC field, you can clear the Notify Recipients check box.