To Create a Project Issue by Using the Acumatica Add-In

To create a new project issue based on an email, do the following:

  1. On the add-in form with the contact information displayed, click Create Project Issue.

    The New Project Issue group of elements appears on the form.

  2. In the Summary box, enter a brief description of the project issue or leave the subject of the email, which the system inserts by default.
  3. In the Project box, select the project to which the project issue is related.
  4. In the Class ID box, select the project management class that the project issue belongs to.

    As a result, the Priority and Due Date boxes are populated based on the class default values.

  5. Review the default values in the Priority, Owner, and Due Date boxes and change them, if needed.

    If you clear the values in these boxes, the system will use the class default values for Priority and Due Date and your user name as the issue owner when creating the project issue.

  6. Click Create Project Issue.

As a result, a new project issue is created in MYOB Acumatica. The email is attached to this record as a related email activity and the body of the email is also copied to the Message text box on the Details tab of the Project Issue (PJ302000) form. The project issue is associated with the selected project, and you can review the basic information about the project issue, such as the project issue identifier and summary, on the add-in form.

Note:
If you create multiple project issues based on the same email, the information about the most recently created project issue is displayed on the add-in form for the email.