Creating an Issue

You can create issues and associate them to projects, opportunities, or accounts. You can also raise issues from within your project.

Notes:

• The main procedure is for users of record pages supplied by Certinia from Fall 2020.
• From Fall 2020, if you are not using the pages supplied by Certinia, your administrator can add the PSA Actions: Risk and Issues component to the project record page.

To create an issue A reason for concern against an opportunity, account or a project. Issues are measured by impact and priority, and managed with a plan of action.:

1. On a project record, click Actions | Risks and Issues | New Issue. The New Issue window opens. Using Classic: On the Issues related list or the Issues tab, click New. The New Issue page opens.
2. Complete the fields as described in Issue Fields.
3. Click Save.