New Issue

Used to create and manage Issues for a project.

You can access this dialog from the following:

Ribbon: Drawing > Collaborate > Collaboration > Create Issues > Fill Out a Form icon
Ribbon: Modeling > Collaborate > Collaboration > Create Issues > Fill Out a Form icon
Ribbon: General > Collaborate > Collaboration > Create Issues > Fill Out a Form icon
Ribbon: Visualization > Collaborate > Collaboration > Create Issues > Fill Out a Form icon

Note: When you select the Issue Resolution tools (Create Issues, Manage Issues) for the first time in a session, you will be asked to sign-in using your Bentley IMS credentials. You must sign-in once per session to use this service.
Click on an issue in the Issues dialog list box.

Setting	Description
Details tab	Allows you to fill in details regarding the issue: Note: The fields in the Details section can be customized in the Forms Services section on the CONNECT portal for the ProjectWise Project. You must have the Form Editor permission on the project to create or edit a form definition. To learn how to create or edit a form definition watch this video. Some examples of fields are: Subject Due Date Assigned to (you will see names of team members added to the project in the corresponding drop-down menu) Work State Note: Work State will be enabled once you set the state of an issue to Assign, Approve, Reject, Void, etc. Description Closed (checkbox) Save: Lets you to save the form. Assign: Lets you to assign the issue to the selected team member. Send for Review: (Enabled once the issue is assigned to a team member) Lets you to send the issue for review. Approve: Lets you approve an issue. While approving you can also select a desired state- from Reject, Void or Send back or simply Approve. Reopen: Lets you reopen an issue.
Attachments tab	Allows you to attach any images or screen shots with an issue. Click to capture view - Opens the Image Markup window previewing the screen capture and displaying markup tools, Pencil, Annotate, Eraser, that let you create a markup on the image. You can adjust Color, Font Size and Stroke thickness as well. Once done you can click Save to create an attachment of the screen capture. Attachments list box - lists any existing attachments for the issue. Remove this attachment - removes the corresponding document from the issue Filter Attachments - allows you to search for an attachment by name or file type. Upload button - Opens the Upload Attachments window where you can click to attach or drag and drop a file to attach. You can also add a caption to the attachment. Attachments will be listed in the dialog after upload.
Documents tab	Allows you to attach documents available on the project's ProjectWise Share portal. Note: Based on your role you may have access to specific files on ProjectWise Share that you can attach. Documents list box - lists all the attached documents. Remove this attachment - removes the corresponding document from the issue. Filter attachments - allows you to search for a document by name or file type. Links to Project Documents button - lets you access and select the files available on ProjectWise Share for you to link. Selecting a file in the listbox will open the ProjectWise Share repository.
Comments tab	Allows you to add comments to the issues. It also displays any existing comments associated with the issue. Comments List Box - lists comments associated with the issue. Comments text box - lets you type the comment to be added to the issue. Add a Comment button - adds the comment in the text box to the issue.
Audit Trail	Shows history of actions and related details for the issue. You can search and filter out existing audit records.
Related Forms and Issues	Allows you to link a related existing or new form or issue. Related Forms and Issues list box - lists all existing related forms and issues for the issue. Unlink - lets you remove the link to the related form or issue. Add Related... - let's you choose an existing item to link or create a new item. Note: The fields in the Add Existing/ New Related Item window section can be customized in the Forms Services section on the CONNECT portal for the ProjectWise Project. You must have the Form Editor permission on the project to create or edit a form definition. Existing Item - Opens the Add Existing Related Item window where you can select the type of link, discipline, related item type and the related item. New Item - Opens the Add New Related Item window where you can select the type of link, Discipline, related item type, form layout, etc.