For the portfolio, project, or project code filter criteria specified for a dashboard, the My Issues portlet displays information about issues you are associated with. The information that appears depends on the display format and customize options you choose.
Tip: The "No data available" message is displayed in this portlet when no issues exist for the projects and activities you are associated with, or when the dashboard filter excludes existing issues. Refer to Customizing the My Issues portlet for more detailed information.
Display enables you to choose the format in which you want to display issues. 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 portlet. Issues always display according to the filter criteria specified for the dashboard; however, you can customize the portlet to further filter issues. If a custom filter is selected, the name of the filter appears in this field and only those issues that meet the filter criteria appear for both the List and Chart format. If no custom filter is applied, the field indicates that 'All Issues' display.
Customize lets you specify how you want to filter, group, and sort issues. You can also choose the types of issues you want to display, based on your association to them. 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. Refer to Customizing the My Issues portlet for detailed information on customizing the portlet.
Tip: You can also customize the My Issues portlet when
you customize a dashboard; the same options appear in both places.
To customize a dashboard, click Customize at the top of the dashboard.
In Dashboard Preferences, on the Content tab, in the Personal Information section, click
next to My Issues, then click Customize.
Displaying Issues in List format
By default, all issues that you are associated with display in the List format, but you can customize the list to specify the type of 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 enables you to create a new project issue. 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.
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, or to remove the issue, 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 link to one of the column headings at the top of the portlet. 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 portlet.
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.
- Opens an email dialog box that is:
- prepopulated with details of the issue
- addressed to all resources derived from the OBS assigned to the project for which the issue was written.
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 portlet, you can change these group and filter options. You can additionally customize the portlet to specify chart type and color options. To view group by and issue count details, move the mouse over each bar or slice in the chart.
Tips:
-
To view issues in Chart format, you must customize the portlet 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 portlet to include two grouping levels.