Creating an Issue Document

This entry is part 46 of 60 in the series Focus Guide - Doc Types

Issue documents can be creating at any time during the project’s life cycle.

To create an Issue document:

  1. From the Project Dashboard, select Issue from the Documents list, and click Add.
  2. (optional) Change the Description.
  3. Save the document.
  4. On the Cost Codes tab, add New Items.
  5. Add more information and/or attachments as necessary.
  6. Either route the document or Save and Close.

You can reopen the document at any time to make changes.

To attach an Issue to another document:

  1. Access the Attachments tab on the related document.
  2. Click Add an Issue.
  3. Search for the Issue and when found click Attach and OK.

 

 

 

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