Project Issues Portlet of the Workspace Page

Overview

Use this portlet to view information about issues that belong to the project. The information that appears depends on the display format and customize options you select.

Screen Elements

Add link

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 link

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.

Customize link

Displays a dialog box for specifying 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 for all users who can access the Project Issues portlet. Refer to Customizing the Project Issues portlet for more detailed information. See Customize Project Issues Dialog Box.

Display options

Determine the format in which you want to display project issues. The display option applies for all users who can access the Project Issues portlet.

  • List: Displays issues in a list, and enables you to add, edit, or delete issues. 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.
  • Chart: 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.

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 and 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.

Filter field

The name of the filter currently applied to the portlet. By default, all issues display, but you can customize the portlet 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 for both the List and Chart format.

Issue Name field

The name or description of the issue.

Priority field

The level of importance assigned to the issue.

Owner field

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 field

The date the selected issue was resolved.

Status field

The current status of the issue.

E-mail field

The e-mail dialog prepopulated with issue details.

Tips

  • To add, edit, or delete an issue, you must have the required security privilege.
  • To customize the portlet, you must have the required security privilege, as well as the required access.
  • All issues that are added to a workgroup, and are then associated with a project activity, appear as project issues on the Project Issues portlet in the Project Workspace, as well as on the Issues page.
  • Project Workspace portlets display data for the selected project only. When multiple projects are open, you must select the project you want to work with in the Select Project box at the top right of the Project Workspace. When a single project is open, the Select Project box does not appear.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Project Issues portlet.

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