Traktip: Projects

Jan 23, 2018 10:59:45 AM / by Heather Lancaster

It’s time for another traktip!

Organizing your issues sometimes goes beyond things like issue type or subtype. If you have multiple projects as part of your workload, being able to associate them together within Issuetrak for reporting purposes has never been easier.

The Basics of Projects

Projects in Issuetrak are essentially an ID and a project name. You can also use an optional project category for even more granular reporting. That ID and name appear on each issue record.

Within the Projects menu, for each project, you can assign a manager, members, estimated hours and dollars, and actual hours and dollars. You can even have the actual hours roll up from any labor hours added to any issues tied to that project.

If you have another term than project, you can also rename them to better suit your terms!

To activate the Projects Feature, a user with the “Sys Admin” parameter does the following:

  1. Navigate to Administration > System > System Settings > Features (or click the gear icon on the top right, then go to Features in the left menu)
  2. Scroll down to the Project heading
  3. Check the box “Use Projects”
  4. Optionally, check the box “Activate Categories”
  5. Optionally, check the box “Issue Labor Hours roll up to Project Actual Hours”
  6. Change the terms for Project and Project Category if needed
  7. Scroll to the top or bottom of the page and click “Update”

 

Project Activation Project Activation

You’ll get a display message that your settings have been updated. From there, you can navigate to Home > Projects and begin to use your projects!

Creating Projects

Projects can be created either within the project menu, or directly from an issue. Any user with the permission to access the Projects menu, and the “Can access and maintain all Projects” permission can create and modify project details.

To create a project from an issue:

  1. From either the submit or edit issue screen, scroll to the project field
  2. Click “Add” to the right of the field
  3. Input your desired ID, Title, optional description, and Organization
  4. Click “Save”

Your project details will be associated to the issue once you update the issue.

To create a project from the Projects menu:

  1. Navigate to Home > Projects
  2. Click “Add” in the left menu
  3. Fill out the appropriate fields
  4. Click “Save

You will get a message saying your project was added. There are considerably more fields available creating the issue from the Projects menu, but being able to do the quick add from an issue is a great way to get a placeholder created. You can then edit the project to fill out additional information, and associate members to the project.

Once your project is associated to issues, you can then report on that information from either the issue searches or Report Writer.

As always, if you have any questions or would like to see this in action via a quick demo, don't hesitate to contact your Account Manager. We're happy to help!

Topics: TrakTips

Heather Lancaster

Written by Heather Lancaster