Setting Attribute Values for Issues and Documents 

Use

You can assign attributes to issues and documents on the relevant tabs in the Issues and Documents substructures. The attributes allow you to organize and manage your documents and issues more effectively. Project managers can set which attributes are available on the Administration menu.

Procedure

To set attribute values for working on issues:

  1. Select Administration ® Issue management or Administration ® Document management.
  2. Choose one of the tabs. Each tab shows the attribute values for the list boxes. You can set attribute values in the following ways:

You cannot delete, deactivate or edit:

  1. Select OK or Save.

In the Issue management dialog box, you can select different attribute values for the same attributes. For example, there are different attribute values for Status on the Status - Issues and Status - Action items tabs.

If a project member sets the status of an issue as Closed, Deferred or Deleted, the issue is closed and can no longer be edited. These attribute values have a Closed and an Active indicator. Set the Closed indicator on the Status-Issues tab, when you are defining a new status for an issue that should not be edited. If an issue is deleted, the status of the issue changes to deleted.

When you edit or redefine document categories on tabs in the Document management dialog box, these changes are reflected in the Documents substructure. It is possible to add new project-specific structure nodes that allow you to organize your documents, for example, according to subprojects. If you define subject areas for documents, it is then possible to search for documents by subject area.