Project issue register in MS Project Server

Contents:

1. Project issue register in MS Project Server
2. Adding project issues to the registry in MS Project Server
3. Tracking project issues in MS Project Server
4. Add and edit fields describing issues in MS Project Server
5. Add and edit views describing issues in MS Project Server
6. Chat

Project issue register in MS Project Server

In the MS Project Server system, you can keep a record of issues found and described by team members. To work with this tool, you need to create a project site (how to do this is explained in the article "Creating a Project Site in MS SharePoint"). Go to the project site page and open the "Issues" app. There you can:

• Create a description of a new issue
• Track existing issues
• Manage previously created issues

You can attach:

• Supporting documents (e.g., screenshots, reports).
• Links to related tasks in MS Project.
• Any relevant files that help clarify or resolve the issue.

Link Issues to Project Tasks

• Use the Related Task field or manually reference task IDs in the description.
• This helps track how issues affect specific parts of the project schedule.

Filter and Sort Issues

• Filter by status, priority, or assignee.
• Sort by creation date, due date, or other metadata.

Export and Integrate

• Export the Issues list to Excel for offline analysis.
• Integrate with Power BI for dashboards and visual reports.
• Automate workflows and notifications using Power Automate.

Notifications and Tracking

• Set up alerts for changes in issue status or assignments.
• Use custom views to monitor open, overdue, or high-priority issues.

Adding project issues to the registry in MS Project Server

To create a new issue description, click the "New Item" button. A form will open where you can fill in the necessary fields. After entering the required information, save the request.

Fill in the following fields:

• Title – a clear name for the issue.
• Description – detailed explanation of the issue and its impact.
• Assigned To – person responsible for resolving the issue.
• Priority – urgency level (Low, Medium, High).
• Status – current state (Open, In Progress, Closed).
• Start Date / Due Date – timeline for resolution.
• Related Task / Category – optional links to project tasks or categories.

Tracking project your issues in MS Project Server

In Microsoft Project Server, users can track and manage issues assigned to them directly from the Project Web App (PWA) home page. This centralized view helps team members stay informed about problems across multiple projects and take timely action.

Each company employee can log into the system under their account and go to the “Issues and Risks” section, where all change requests (questions) assigned to them will be displayed.

Locate the “Issues” Section

• Look for a web part or link labeled “My Issues”, “Assigned Issues”, or “Project Site Issues”.
• This section displays a list of all issues assigned to you across different project sites.

Working with Assigned Issues

Once you’ve located your issues, you can perform the following actions:

View Issue Details

• Click on the issue title to open its full record.
• Review the description, priority, status, due date, and related task or project.

Update Issue Status

• Change the status (e.g., Open → In Progress → Closed).
• Add comments or notes to document progress.
• Reassign the issue if needed (depending on permissions).

Attach Files or Link Tasks

• Add supporting documents or screenshots.
• Link the issue to a specific task using the “Add Related Item” feature.

Sort and Filter

• Use built-in filters to view issues by project, priority, or due date.
• Sort by status to focus on unresolved or overdue items.

Add and edit fields describing issues in MS Project Server

You can customize the issue registry for your project. For example, you can change the values in the category field. Add or change values depending on the specifics of your project.

1. Select the column you want to edit. For example, “Category.”
2. Click on the arrow next to the name and select “Column Settings”
3. In the menu that opens, select “Edit”
4. In the window that opens, change the category names in the Choices block.
5. After editing, click “Save” at the bottom of the page.

Add and edit views describing issues in MS Project Server

In the issue registry, you can also modify or create your own view. In this view, you can configure the format of information presentation that is convenient for you.

To create your own view:

• Click on the “Add view” button.
• Specify the name of the view in the “View name” field.
• Select the view type. You can create different types of views. Try using the calendar or board view.
• To create, click the “Create” button.

To edit the view of issue:

1. Click on the arrow next to the view name.
2. Select “Edit current view”
3. In the window that opens, select the columns for the view.
4. Configure the view filter in the “Filter” block.
5. Configure the grouping in the “Group” block.
6. To save, click the “Ok” button.
7. You can also create a new view based on the current one. To do this, click on the menu and select “Save view as”.