Project Issues: General Information

In MYOB Advanced, project issues are used for tracking and reporting on all activities related to various issues discovered on a construction site. Based on a project issue, a request for information or a change request may be created.

Learning Objectives

In this chapter, you will learn how to do the following:

• Configure project management classes that may be used to ease the creation of project issues
• Define project issue types
• Report project issues
• Convert project issues to change requests
• Convert project issues to requests for information
• Mass-assign project issues to owners

Applicable Scenarios

You create and process a project issue when an unexpected problems occur on a construction site.

Project Issue Processing

In general, the Project Issue (PJ302000) form is the starting point for creating a project issue. In a newly created project issue, you should first specify the following settings:

• The summary, which briefly describes the project issue
• The project to which the project issue relates
• The project management class, which provides the default settings for newly created project issues

Then on the Details tab, you provide a detailed description of the issue. You can also create a time activity or a drawing log for the project issue.

After you have specified the details, you process the project issue in either of the following ways:

• If more information is required to resolve the issue, you click Convert to RFI on the form toolbar. The system creates a request for information for the project issue and opens it on the Request for Information (PJ301000) form.
• If the project issue introduces changes to the project budget, you click Convert to Change Request on the form toolbar. The system creates a change request for the project issue and opens it on the Change Requests (PM308500) form.