Use the Portfolios > Issues page to review issues for all projects that belong to the open project group.
Note: If you have limited your focus to a single project in a group, for example by clicking on a project name on the Portfolios > Executive Summary page, the Issues page will include issues only for that project.
On the Portfolios Issues page, you can
- Choose a display format and other options
- Add, edit, delete, and sort issues in List format
- View issue count by group in Chart format
Because the Issues page can be customized, the specific issues and detail information, as well as the visual format, will vary according to the display and customize options you choose. The options you select apply only to you.
Choose a display format and other options
You can display issues as a list, with associated detail columns you select, or you can view a chart of issues.
Use the Display buttons to choose a format
- List - displays issues and the details you choose in a row and column format. You can add, edit, or delete issues in this format.
- Chart - enables you to graphically display issue count information based on your customized group and filter selections.
Note: The Filter designation to the right of the Display options indicates the filter currently applied to the page. By default, all issues display, but you can create and apply a custom filter. If you apply a custom filter, the filter description appears in this field, and only those issues that meet the filter criteria appear for both the List and Chart format.
To filter and group issues, click Customize.
You can filter and group issues in both List and Chart formats. Additionally, in List format, you can specify the columns of information you want to display. Within the List groupings, you can also choose the column you want to use to sort issues within groups. For Chart format, you can specify chart type and color options. For more information on customizing the Issues display, click here.
In List format, if you specify grouping options, the Expand
All/Collapse All links are enabled. Use these links to show or
hide the contents of all groups. To show or hide the contents
of a single group of issues, click or
beside
the grouping band.
Add, edit, delete, and sort issues in List format
In List format only, if you have the required security privilege, you can add, edit, or delete issues.
To create a new issue, click Add. You can select the issue form you want to use to create the issue, then subsequently use the Add Issue page to record basic issue information, such as responsible manager, owner, priority, and a description.
To edit or delete an issue, click the Issue Name. Modify details as necessary, or to remove the issue from the project, click Delete Project Issue. With the required security privilege, you can additionally assign issue codes to the issue. You can also relate items such as documents or issues to the issue. When finished editing an issue, click Save.
To sort the list of issues, click the title, or heading, of the column you want to sort by. You can sort issues by any column except Description, E-mail, or Issue Count. Each time you click a column heading, the sort order switches between ascending and descending order. If you have grouped the issues list, sorting occurs within each group.
List Format - Field Definitions
The following are the default detail columns.
- Issue Name
- Displays a name or description of the issue.
- Priority
- The priority or importance of the issue. Priority levels include: top, high, normal, low, lowest.
- Owner
- The resource responsible for the selected issue.
If you have edit privileges, you can select a different owner. The list of available resources you can select from depends upon your resource access security privileges.
- Resolution Date
- The date the selected issue was resolved.
- Status
- The current status of the issue: open, closed, or on hold.
- Launches an e-mail dialog prepopulated with issue details.
View issue count by group in Chart format
In Chart format you can review issue count information as a histogram, stacked histogram, or pie chart. The issues that display are based on your customized group and filter selections. You can additionally specify chart color options.
To view group by and issue count details, move the mouse pointer over each bar or slice in the chart.
Tips:
-
To view issues in Chart format, you must customize the Issues page and select at least one grouping level option; otherwise, the chart does not display. To select grouping level options, click Customize, then click the Group tab.
-
To rotate the display of a pie chart, you can click and drag the chart either clockwise or counter clockwise.
Show Legend enables you to display interpretive information about a chart. This link displays only when you choose to display a histogram or stacked histogram chart, and you have customized the list to include two grouping levels.