If you have the required security privilege, you can assign issue codes to project issues. When assigning an issue code, you are essentially associating a specific issue code value to the issue.
You can assign issue codes from the following locations:
- Projects > Issues and Projects > Workspace pages
- My Issues and My Workgroups portlets on a dashboard
- Portfolios > Issues page
This topic describes the following:
- Assigning an issue code from the Projects section
- Assigning an issue code from a dashboard
- Adding an issue code from the Portfolios > Issues page
- Assigning an issue code
Assigning an issue code from the Projects section
To begin, open the project or group of projects you want to work with in the Projects section.
To assign an issue code from the Projects > Issues page:
- Click
on the Projects toolbar to display the Issues page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Click the name of the issue to which you want to assign an issue code.
- Go to Assigning an issue code.
To assign an issue code from the Projects > Workspace:
In the Project Workspace, you can assign an issue code from the Project Issues portlet or the Issues portlet of a Workgroup page.
- Click
on the Projects toolbar to display the Workspace page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- To assign an issue code from the Project Issues portlet, click the name of the issue to which you want to assign an issue code, then go to Assigning an issue code.
Tip: If the Project Issues portlet does not appear on the Project Workspace, click Customize, then mark the Project Issues checkbox in the Project section of the Content tab. Click the
icon to set other options for the portlet. You must have the appropriate security privilege to customize the Project Workspace.
To assign an issue code from a Workgroup page:
- From the Workgroups portlet in the Project Workspace, click the workgroup name.
- In the Issues portlet on the workgroup page, click the name of the issue to which you want to assign an issue code.
- Go to Assigning an issue cod
Tip: If the Workgroups portlet does not appear, on the Project Workspace, click Customize, and mark the Workgroups checkbox. You must have the appropriate security privilege to customize the Project Workspace.
Assigning an issue code from a dashboard
From a dashboard, you can assign issue codes from the My Issues and My Workgroups portlets. Click Dashboards in the global navigation bar to select a dashboard.
To assign the issue code from the My Issues portlet, click the name of the issue to which you want to assign an issue code, and go to Assigning an issue code.
To assign the issue code to a workgroup issue from the My Workgroups portlet:
- Click the workgroup name.
- On the Issues portlet, click the name of the issue to which you want to assign an issue code, then go to Assigning an issue code.
Assigning an issue code from the Portfolios > Issues page
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Issues page.
- Click the name of the issue to which you want to assign an issue code, then go to Assigning an issue code.
Assigning an issue code
- On the Edit Issue page, go to the Issue Codes section, and click Assign Issue Codes.
- Select the issue code value you want to associate with the issue, click Assign, then click Close.