Working with issues and risks

If your organization is using Windows SharePoint Services, you can create and track issues and risks that are associated with a project. Issues and risks can be initiated by anyone with proper permissions, and the concept behind them is to promote collaboration on the project team.

You also can attach documents to projects, tasks, or to-do lists. See Chapter 21 for more information about document tracking.

Tracking issues

Issues are unexpected things that occur on projects. They may be problems, or they may be opportunities. When they arise, you can create an issue, let others on the team review the issue, assign the issue to someone to address, and monitor the progress of the issue.

Note The Project Server administrator must give you rights to work with issues.

Cross-Reference

To set up an issue for tracking, click the Issues tab. Project Web Access displays an overview screen like the one shown in Figure 20-39, which shows each project that you have security rights to view and the manager of that project.

^Microsoft Office Project Web Access2DÛ3 - projectserver - Microsoft Internet Explorer

File Edit View Favorites Too is Help

QBack ▼ ' i Search Favorites ttf Media ^J ' .. ▼ ^

Address http:/^projeclseEver^sampte/LibraryAur3sMain.asp?l»t=iss&_okl=-1

0 Go Links

I«1tero5o1t"0fllcc i ;iiProject Web Access

Log Off I Hellt

Home I Tasks | Projects | Resources | Status Reports | Risks | Issues | Documents

View and submit issues in alt projects

Click the project name to view and submit issues in that project.

Go to selected project workspace

View and submit issues in all projects

View tssue summary for my projects

View issue summary for all projects

View and submit issues in alt projects

Click the project name to view and submit issues in that project.

Go to selected project workspace

View and submit issues in all projects

A Project Name

Project Manager

Other Projects

i Exabyte Desktop Drive

Steve Masters

100X DVD Drive

Steve Masters

200GB USB v2 External Hard Drive

Steve Masters

ftccountina Integration

Administrator

Administrative Time

Administrator

Contoso AD Deployment

Eva Co rets

Data Center

Chris Preston

Data Recoverv Service

Chris Preston

Double Wide Ultra SCSI Hard Drive

Steve Masters

<

^ .r^nK^n A™»*™

Ii Jir 1 a«.

►r

Export Grid to Excel

Ü Trusted sites

Export Grid to Excel m

Ü Trusted sites

Figure 20-39: On this overview page, you see the projects for which you have rights to view and the managers of those projects.

Tip You can see an overview of the number of issues on each project if you click the

% View issue summary for all projects link.

Click a project to view the issues for it and set up a new issue. Click the New issue button to create a new issue; Project Web Access displays the Issues: New Item page. In Figure 20-40, you see the top half of the page, where you assign a title, status, and priority to the issue; assign the issue to someone; identify the issue owner; set a due date; describe the issue; and (if possible) provide a resolution for it.

Note You save an issue by clicking the Save and Close link at the top of the Issues: New Item page.

Ü Microsoft Office Project Web Access 2D03 - projectserver - Microsoft Internet Explorer

H0E3

File Edit View Favorites Toots Help

J*

Back T j -¡Pi ¡al i Search Favorites ^ Media ▼ ¡m} ▼ ^

AddreSS |.Êj http:/VprojeelseEverAample/resues/lreueShell asp?ProjlD=103

^J 2 Go Unks "

MtcroiotfOnlM

i 'a Project Web Access

Log Off 1 Help

Home 1 Tasks | Projects | Resources | Status Reports | Risks | Issues | Documents

100/ DVD Drive

Issues: New Item

¿¿Save and Close | i^j Attach File | Go Back to List

100/ DVD Drive

Issues: New Item

¿¿Save and Close | i^j Attach File | Go Back to List

I Resource Overloads Assigned r I Scott Bishop

Status Category Owner Priority Due Date

3 |l; AH Enter date in M/OAYYY format.

The Porfolio Analyser shows that there are overloads in your department, which may be causing this project to be late, Please investigate and propose a solution.

O I rusted sites

Figure 20-40: You describe basic identifying information on the top half of the Issues: New Item page.

When you scroll down the page, as shown in Figure 20-41, you have the opportunity to identify affected tasks, tasks that can help resolve the issue, other linked tasks, linked issues, and linked documents.

Figure 20-41: At the bottom of the page, you identify tasks, documents, and other issues that are related to the current issue.

^Note

You edit an issue by clicking its link. You can filter issues by using the links in the Actions pane.

To save the issue, scroll to the top of the page and click the Save and Close link. PWA redisplays the Issues page for the selected project, with the new issue listed (see Figure 20-42).

Tracking risks

Risks are possible events or conditions that could negatively impact a project. Risks are events that have not yet occurred but that could occur. Essentially, a risk is an issue before it happens.

You create a risk the same way that you create an issue, but you start by clicking the Risks link at the top of the PWA window. Again, you see the list of projects that you have permission to view along with each project's manager. The window closely resembles that previously shown in Figure 20-39. Click the link for the project for which you want to create a risk and, on the Risks page, which closely resembles that previously shown in Figure 20-42, click the New Risk link. The page that you use to create a new risk closely resembles that previously shown in Figures 20-40 and 20-41.

Figure 20-42: On the Issues page, you see issues for the currently selected project.
Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

Get My Free Ebook


Post a comment