Issues are known problems within a project or workgroup that require attention or corrective action. All issues belong to a project, or to a workgroup within a project.
This topic describes the following:
Viewing Issues
You can view issues from several areas within the application.
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From a dashboard, you can access the My Issues portlet to view issues you are associated with in the context of the filter criteria selected for the dashboard.
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From the Project Workspace, you can access the Project Issues portlet to view issues associated with the selected project.
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From a Workgroup page, you can access the Issues portlet to view issues associated with the workgroup you belong to.
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From the Projects > Issues page, you can access issues for any open project.
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From the Portfolios > Issues page, you can access issues for all projects in the open project group.
In each of these areas, depending on your security privileges, you can customize the issues display to include only the information you want to see. For example, you can choose to display issues in either a list or chart format. You can also choose group, sort, and filter options to focus on issues that are most important to you. Additionally, you can add, revise, or delete issues from each of these areas. When adding new issues to a project or workgroup, the issue forms feature enables you to control the information you capture for each new issue.
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Organizing and managing issues
To help organize and manage issues for your project or workgroup, additional issue management features are available, depending on your security privileges.
- To organize issues, you can assign enterprise-level issue codes, which enable you to categorize issues in a way that is meaningful to you.
- To organize issue forms, you can assign issue form categories, which provide an easy way for you to manage all the issue forms that exist for the enterprise.
The features for organizing and managing issues, as well as the issue forms feature, are accessible via the Administration Home page. Use the Issues options on the Administration Home page to view, add, edit, and delete issue codes, issue categories, and issue forms. These options appear only if you have the required privileges.
Setting up issue notifications
You can also set up e-mail notifications. Notifications are set through your global preferences options, and you can choose to receive notifications when new issues of a certain priority are added, when existing issues are modified, or when issues are assigned a specific issue code.