Managing Issue Categories

This how-to article will help users to create and manage Issue Categories using the Work Management interface. The user must have access to the specific Project application, be a project resource, and be able to add Issues.

Overview

Project Issue Categories are how similar kinds of Issues may be grouped for reporting needs or to keep them separate from non-similar Issues.

Creating Issue Categories

When a new issue is created, the user must assign it to a category.

To create an issue category:

1. In Work Management, navigate to View Applications, and select the Project application.
2. In the left navigation, select the project you wish to add an issue category to.
3. Click Issues in the left sub navigation.
4. On the Issues page, click Categories in the toolbar.
5. On the Issue Categories page, click +Add.
6. In the Add Category popup, enter a name in the Category Name field.
7. Click the Save button.

The new category will now appear in the category dropdown list on the new issues page.

Renaming Issue Categories

To rename an issue category:

1. In Work Management, navigate to View Applications, and select the Project application.
2. In the left navigation, select the project you want to modify the issue category on.
3. Click Issues in the left sub navigation.
4. On the Issues page, click Categories in the toolbar.
5. In the issue categories list, click the Edit link on the right end of the row for the category to rename.
6. Edit the name in the Name field.
7. Click the Save link on the right end of the row.

Deleting Issue Categories

An issue category cannot be deleted if there are any issues assigned to it. To delete the category, the issues could either be reassigned to other issue categories or deleted entirely. Before doing this, decide if renaming the category would serve your purpose. If yes, follow the instructions above.  

To delete an issue category:

1. In Work Management, navigate to View Applications, and select the Project application.
2. In the left navigation, select the project you want to delete the issue category from.
3. Click Issues in the left sub navigation.
4. On the Issues page, click Categories in the toolbar.
5. In the issue categories list, click the Delete link on the right end of the category row.
6. Click OK in the confirmation popup.

Examples of Issue Categories

Common Issue Categories on Projects and Project Templates include:

1. General (provided on all projects "out of the box")
2. Budget
3. Schedule
4. Resource
5. Technical
6. Vendor

While technically not Issues, the following are also trackable/reportable elements that Issue Categories can be used for:

1. Lessons Learned
2. Decision Log
3. Questions