The Projects > Issues page displays information about issues that belong to the selected project. The information that appears depends on the display format and customize options you choose.
This topic describes the following:
- Choose a project to work with on the Issues page
- Overview of the Issues page
- Field Definitions
- Displaying Issues in List format
- Displaying Issues in Chart format
Choose a project to work with on the Issues page
You can work with any open project on the Issues page; however, you can only work with one project at any given time. When you open multiple projects in the Projects section, all open projects you have rights to access are listed in the Select Project box, which is located at the top right of the page.
To work with a project, choose an open project from the list. Any action you perform, and all data that appears on the page, applies to the selected project only.
Note: The Select Project field does not appear when only one project is open in the Projects section.
Overview of the Issues page
Display options enable you to choose the format in which you want to display project issues. The display option you choose applies only to you. You can choose one of the following options:
- List - This option displays issues in a list, and enables you to add, edit, or delete issues.
- Chart - This option enables you to graphically display issue count information based on your customized group and filter selections.
Filter indicates the name of the filter currently applied to the page. By default, all issues display, but you can customize the list to apply a custom filter. If a custom filter is applied, the filter description appears in this field, and only those issues that meet the filter criteria appear in the List and Chart format.
Customize lets you specify how you want to filter, group, and sort issues. For viewing issues in List format, you can specify the columns of information you want to display. For viewing issues in Chart format, you can specify chart type and color options. The customize options you choose apply only to you. For more information on customizing the list, see Customize Issues page.
Field Definitions
- 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 populated with issue details.
Displaying Issues in List format
By default, all issues display in the List format, but you can customize the list to display only the issues you want to see. You can also select the columns of information you want to display, and choose how to group and sort issues in the list.
Add an Issue enables you to create a new project issue. You can select the issue form you want to use to create the issue, and then use the Add Issue page to record basic issue information (such as responsible manager, owner, priority, and a description).
Expand All/Collapse All shows or hides the contents of each
group of issues. To show or hide the contents of a single group of issues,
click or
beside the grouping band. You can specify grouping options when you customize
the issues list. If you do not have any grouping options selected, these links
are not enabled.
To edit or delete an issue, click the Issue Name. Modify details as necessary. With the required security privilege, you can additionally assign issue codes to the issue. You can also:
- Click Relate Documents, select a document from the popup list, and click OK to relate documents to the issue. Repeat to add other documents.
- Click Relate Issues, select an issue from the popup list, and click OK to relate an issue to the issue. Repeat to add other issues.
- Mark a checkbox next to a related item, and click Remove to remove the related item.
Once you click Remove, the item is no longer associated with the issue. You will not be prompted to confirm that you want to delete the association.
When finished editing an issue, click Save.
To remove the issue from the project, click Delete Project Issue, and then click OK to confirm the deletion.
To sort the list of issues, click the link to one of the column headings at the top of the list. You can choose to sort issues by any column except for the Description, E-mail, or Issue Count columns. The first time you click a column heading link, the list of issues sorts in ascending order. Each time you click the column heading link, the sort order changes to either ascending or descending. For more information, see Tips on the right side of this page. Note that you can also specify sorting options when you customize the list.
Displaying Issues in Chart format
The Chart format enables you to graphically display issue count information based on your customized group and filter selections. When you customize the list, you can change these group and filter options. You can additionally customize the list to specify chart type and 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 list 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.
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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.