Main and subordinate issues

Main issue adds flexibility within the tool to be able to group issues together and get a roll-up cost of all the associated issue. The grouped issues are subordinate issues to the main issue. They can be created within an issue or move an existing issue as a subordinate issue. This feature also provides the flexibility of seeing a roll-up cost of specific issues that can be tied to separate PCO/CCOs.

You can create main and subordinate issues in the following ways:

  • Convert standard issue into a main issue with subordinate

  • Add subordinate to main issue

  • Make an existing issue into a subordinate of a main issue

Step by Step — Convert Standard Issue into a Main Issue with Subordinate

  1. Go to the Change > Issue Log tab.

  2. Select an issue and then select the Subordinate issue icon.

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  3. Select Create subordinate.

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    • The following box appears, indicating that a main issue is being created and the standard issue becomes the first subordinate issue. 

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  4. Select Yes.

    • The standard issue is now a subordinate issue and a main issue has been created

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    • The main issue becomes a rollup of all subordinate issues. The row becomes disabled as it is a summary of the subordinate issues

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    • In the Main issue details, only Name and Description are editable. Subordinate issues are all shown. On the details page, you can add or remove a subordinate from the main issue

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    • Pricing is a read-only summary of the subordinate pricing

    • Supporting documents shows supporting documents of all subordinate items

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Step by Step — Add Subordinate to Main Issue

  1. In the project you have been using, navigate to Change > Issue Log tab.

  2. Select the main issue and then select the Subordinate issue icon.

  3. Select Create subordinate.

    • The Create subordinate issue window opens

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    A subordinate issue comes in as a new issue.

  4. Fill in the required fields to complete this window.

  5. Select Save.

    • The subordinate issue will open its own record to be completed with the proper information.

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Step by Step — Make an Existing Issue into a Subordinate of a Main Issue

  1. In the project you have been using, navigate to Change > Issue Log tab.

  2. Select the main issue and then select the Subordinate issue icon.

  3. Select Make as subordinate from the list.

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    • The Make as subordinate issue window opens

  4. Select Issue ID/name to choose which Standard issue or Main issue this issue should be a subordinate of.

  5. Click Save.

    • The issue becomes a subordinate issue

    The Issue ID number changes from original issue number to a subordinate and is logged in the Audit log. If this subordinate is ever removed from the main issue, it reverts to its original Issue ID number.