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Issue Module — Overview

The Issue module lets project members record, assign, track, and resolve issues that arise on site or during construction — for example technical defects, non-conformance reports (NCR), remedial items, or points to watch.

You will find it in the Tracking group of the navigation sidebar, alongside Daily Report and Milestones.

Issues list

Key concepts

TermMeaning
IssueAn item to be tracked and resolved within the project
CreatorThe person who opens the issue
AssigneeThe person tasked with resolving the issue
ResolverThe user who actually performs the resolving action (Complete or a direct Close). May be the assignee, a member of the assignee's group, the creator, or an administrator
StakeholderThe organization / company a user belongs to
DTagA hierarchical tag used to attach an issue to one or more locations/categories in the project structure
DistributionThe people who receive email notifications about the issue

Issue lifecycle

Every issue is always in exactly one of five statuses:

StatusMeaningColor
OpenedNewly created, awaiting resolution🔵 Blue
ReopenedPreviously closed but reopened for further work🔵 Blue
DoneThe work is finished, awaiting the creator's confirmation to close🟠 Amber
ClosedConfirmed resolved and permanently closed🟢 Green
CancelledCancelled without resolution — a terminal status⬛ Dark slate

A typical lifecycle: an issue is Opened → the assignee Updates progress and/or marks it Complete (→ Done) → the creator Closes it (→ Closed). At any time before closing, the issue can be Cancelled or Reassigned. After it is done, closed, or cancelled, the creator can Reopen it.

Overdue indicator

An issue is flagged Overdue when its due date has passed and the issue is not yet Done, Closed, or Cancelled. The indicator is computed automatically at render time and shows the number of days late (for example "3 days overdue"). Closed or cancelled issues are never overdue.

Who does what

  • Creator group — the person who created the issue, plus users in the same stakeholder organization as the creator. Typically closes, cancels, or reopens issues.
  • Assignee group — the assigned person, plus users in the same stakeholder as the assignee. Typically completes, updates, or reassigns issues.
  • Administrator — can perform any action in any status.

See Workflow Actions for the full permission matrix.