View or Update Project Issue Attributes via Issue Register panel - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

The issues established for a selected project may be viewed using the Issue Register panel. This procedure allows you to manually update the project issue header information or attributes in the Issue Register panel.

  1. Navigate to Changes > Issues.

  2. In the Project Navigation Register panel, do the following:

    1. (Optional) In the green parameter bar, click the Project Controller ellipsis to select the project controller.

      All the projects that are controlled by the selected project controller are displayed.

    2. (Optional) In the green parameter bar, click the Project Manager ellipsis to select the project manager of the project.

    3. (Optional) In the green parameter bar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.

    4. Select the required project row to view and edit its project details.

      The project details are displayed on the right-hand side.

      (Or)

      On the right-hand side, at the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

  4. Click the Issue Register tab.

    You can update only the Issues in Draft or Open status.

  5. Edit the required Issue Name.

  6. Click the Type ellipsis to select a required issue type.

  7. Select the required Due Date.

  8. Type in the Owner Email.

    The Status, Create Date, and Close Date fields auto-populate.

  9. Click the Save icon.

    You can customize the view of the Issue Register panel from the view settings.