I’m not a person who enjoys change so moving from Project Server 2010 to Project Server 2013 was somewhat of an ordeal. Okay, maybe I’m exaggerating a bit, but you know what I mean.
One source of frustration for me was finding a way to link an issue or a risk to a task within a project. This was SO simple in PS2010 but is quite hidden in PS2013. I figured if I had trouble finding it then maybe others are too, so here are the step by step instructions:
1. Navigate to the Project Site and create your issue.
2. Open the schedule in PWA.
3. Select the task you want the issue to be linked to.
4. On the ‘Options’ ribbon, click on ‘Related Items’:
5. Next to ‘related items’, click ‘Add Related Item’.
6. Double Click on ‘Issues’:
7. Double click on the issue you want to be linked.
OR
You can create the link directly on the Project Site:
1. Navigate to the Project Site and create your Risk.
2. Once created, you are brought to the Risks page and will see all of the project risks listed.
3. Click on the name of the risk.
4. When the risk opens, scroll to the bottom and click ‘Add Related Item’.
5. Double click on Tasks.
6. Here’s where it gets a bit dicey. Select the row of the task you want to link to without clicking on the task name.
7. In the bottom right corner, click on Insert.
And there you go. Not as straightforward as it was in PS2010, but you can still do it.
Happy Scheduling!
