Help

Create an Issue

Modified: 7 Sep 2026 ProContractor Project Documents Project Management Help

Create an issue to create a document to record a project-related problem or complication.

If needed, you can select internal users who should review the issue. Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review an issue. Once you have created the issue, you can create a PDF file from an issue form that you can view, print, or send in an email.
  1. Optional: If you haven't already done so, set up your document management defaults.
    Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
  2. Optional: If you haven't already done so, set up your issue types.
  3. Optional: If you haven't already done so, set up your document routing distribution groups.
  4. On the Enter Issue screen, create an issue.
  5. Optional: Select the users and/or the document routing distribution group that will review the issue.
  6. Optional: If needed, contact the reviewers to advise them to review the issue.
  7. Optional: Periodically view the status of the document routing for the issue to monitor the review process.
  8. Optional: Once the issue is approved, manage the issue and the PDF file as needed.
After you create an issue, you may want to:
Submit
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