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Customize the My Issues portlet

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To customize the My Issues portlet, on the Dashboards Home page, select a dashboard tab that displays the portlet, then click Customize at the top of the tab. In Dashboard Preferences, on the Content tab, click the arrow next to My Issues in the Personal Information section, then click Customize.

When customizing the My Issues portlet for a dashboard, you can select options on the following four tabs:

Tip: You can customize the My Issues portlet for any dashboard you create. You cannot customize the portlet for multi-user dashboards created by another user, even if you have access to view the dashboard. For global dashboards, you must have the required security privilege to edit global dashboards to customize the portlet. When you attempt to customize the portlet for a multi-user dashboard created by another user, or a global dashboard you do not have rights to edit, you can view, but not modify, the portlet's settings.

Columns

On this tab, in the Available Columns section, select the columns of information you want to display for all issues that appear in the portlet. You can choose to display general information, as well as any issue codes or user defined fields that exist for issues. If you select to display an issue code, the issue code value assigned to each issue displays in the portlet. Similarly, if you select to display a user defined field, the user defined field value assigned to each issue displays.

The top-to-bottom order of the fields in the Selected Columns list determines how the columns display, left to right, in the portlet. To change the column order, use the up and down arrow buttons.

Tip: The Issue Name always displays in the portlet, so it is not included in the Available Columns list. To display the set of default columns, click Default.

Use the Sort by drop-down list to specify how you want to sort all issues. You can sort by any field listed in the Selected Columns list, as well as by Issue Name; however, you cannot sort by an issue's Description or the Issue Count.

From the Sort order drop-down list, you can select to list issues in either ascending (e.g., A to Z) or descending (e.g., Z to A) order. For example, if you select to group by Status, and select a descending sort order, the group of Closed status issues is displayed first, followed by the group of On Hold status issues, and then the group of Open status issues.

Tip: You can also specify sorting options from the My Issues portlet by clicking the column heading you want to sort by.

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Filter

On this tab, choose the types of issues you want to display. Note that issues in the My Issues portlet always display according to the filter criteria specified for the dashboard; however, you can specify additional criteria on this tab to further filter the issues that display.

To specify the types of issues that display, mark or clear the checkbox beside each option to display issues based on your association to them, including issues where you have project or issue access rights, issues where you are the Project Owner or Issue Owner, or issues for activities where you are assigned as a resource.

Once you select the types of issues to display, you can additionally create a filter to display only issues that meet certain criteria. For example, you can specify filter criteria to display only issues with a High priority. Note that the filter criteria you select applies when displaying issues in either List or Chart format. Also, the filter you specify applies only to the types of issues you select in the Select Content for My Issues section.

In the Description field, type a description for the filter. The description appears at the top of the portlet. It is a required field, and you can type up to a maximum of 100 characters.

In the Select Filter Criteria drop-down list, select to display issues that meet all or any of the filtering criteria you specify. If you select Any of the following, any issue that meets at least one of the specified filtering conditions displays in the portlet.

To create a filter criteria statement, in the Parameter drop-down list, select a field. Next, select an operator from the Is drop-down list. In the Value field, type or select a value to complete the filtering criteria statement.

You can create up to three criteria statements for a custom filter.

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Group

On this tab, you can select up to three levels, or fields, by which you want to group issues. Grouping gathers, or groups, all of the issues together that contain the same value for the selected field. For example, if you select to group by Status, all issues with an Open status are grouped together, all issues with an On Hold status are grouped together, and all issues with a Closed status are grouped together. To display issues in the Chart format, you must select at least one group by level.

Each selected grouping level appears with a colored band when displaying issues in the List format. From the Band Color drop-down list, you can select the background color you want to display for each grouping level. The Text drop-down list lets you choose the color of the text that displays in the grouping level band.

You can additionally mark or clear the following checkbox options to customize the text that appears in each colored band:

Show field title in band - displays the selected grouping level field name, followed by the field value. For example, if you select to group issues by Status, the following text appears in the bands for the grouping level:

Status: Open
Status: On Hold
Status: Closed

Show field rollups in band - displays summary information for all cost, numeric, integer, start data, and end date fields in the grouping level.

Show ID/Code Value in band - displays the project ID or issue code value associated with the grouping level. This option applies only when grouping by Project, Owner, or issue code.

Show Name/Code Description in band - displays the project name or issue code description associated with the grouping level. This option applies only when grouping by Project, Owner, or issue code.

From the Sort Order drop-down list, you can also select to sort the grouping level values in either ascending (e.g., A to Z) or descending (e.g., Z to A) order. For example, if you select to group by Status, and select a descending sort order, the group of Closed status issues is displayed first, followed by the group of On Hold status issues, and then the group of Open status issues.

Note: The sort order for individual issues is specified on the Columns tab.

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Chart

On this tab, you can select the type of chart you want to display and the color theme of the chart. Additional information in the Chart group by and Chart filter by sections lets you know what group and filter criteria the issue count data in the chart is based on. You can change these grouping and filtering selections on the Group and Filter tabs. Note that the Chart tab applies only when you choose to display issues in chart format. The option to display issues in list or chart format is available on the portlet.

From the Chart Type drop-down list, select one of the following charts:

You can select to display the chart in either Primary Colors or Pastel Colors from the Color Theme drop-down list.

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