Skip to main content

PlanRadar AI Chatbot

Stay productive and ask our AI Chatbot if you get stuck with PlanRadar. In many cases it can provide answers and help you within seconds.
Show all results

Attach Tickets to Project Reports

Tobias Patek
  • Updated

Overview

While filling project reports it is possible to attach and create tickets. This can be useful if you want to link work items that have been done or if you need to create new work items while filling a checklist in the form of a PlanRadar project report.

To learn more about project reports in general, read Project Reports.

Access & Permissions

You need an in-house user with a role permission to create and edit project reports and the user permission 'Tickets & Project Reports'. Read more in Permissions.

Attaching tickets to project reports is available on Enterprise and Pro plans. Read more in Pricing and Subscription.

Attach Tickets to Project Reports

To be able to attach tickets to project reports, this feature needs to be enabled for a template. New project report templates have this option enabled by default. Read more in Create & Edit Project Report Templates.

To attach tickets to a project report:

  1. Create or edit a project report as described in Create & Edit Project Reports
  2. Click Show Attachments
    Show Attachments.png
  3. Click Add Attachments
  4. Click Create Ticket to create ticket/s and attach it to the report or Add existing tickets to attach existing tickets to the report
    Add Attachment.png
  5. If you select to add existing tickets, a window will open with tickets existing in the project.
  6. Use the check boxes to select the tickets you want to attach.
  7. Click Save
    Select Tickets.png
  8. The tickets will be attached and you can view them by clicking Show Attachments.
  1. Create or edit a project report as described in Create & Edit Project Reports
  2. Tap the paperclip icon
    Paperclip.png
  3. Tap the tickets tab
    Tickets Tab.png
  4. Tap the + icon
    Plus Sign.png
  5. Tap Create Ticket to create tickets and attach them to the report or Add existing ticket to attach one or more existing tickets to the report.
    Add tickets button.png
  6. If you select to add existing tickets, a window will open with tickets existing in the project.
  7. Use the check boxes to select the tickets you want to attach.
  8. Click Done
    Attach Tickets.png

Submit Project Reports with Tickets in the Webapp

When submitting a project report a PDF file will be generated for the report.

If you have attached tickets and submit the report in the Webapp, you can include a ticket report appendix to the PDF.

Adding a ticket report appendix is currently only supported in the Webapp but not on mobile. However, tickets that are attached to project reports can be viewed and opened from within the mobile app.

Follow these steps:

  1. Open a project report draft or continue while you are creating or editing a project report with tickets attached.
  2. Click Submit report
    Submit Report.png
  3. Optional: Select the Attach a ticket report to the submitted PDF checkbox
  4. Optional: If the checkbox is selected, you can select a template from the drop-down.
  5. Click Confirm

View Attached Tickets

To view tickets attached to project reports:

  1. Click on the project report whose attached tickets you want to view.
    Open Report.png
  2. Click Show attachments
    Show attached tickets.png
  3. Click Tickets
    Tickets Tab.png
  1. Tap on the project report whose attached tickets you want to view.
    Open Project Report.png
  2. Tap the paperclip icon
    Paperclip.png
  3. Tap the tickets tab
    Tickets Tab.png
  4. Linked tickets will be listed
    Attached Tickets List.png

Related articles

Comments

0 comments

Please sign in to leave a comment.