Issues Page

Overview

Use this page to view a list or chart of all the issues for the currently open projects or portfolios. This page helps you manage issues in the following ways:

  • View issue status and priority
  • View a short description or link directly to the full issue details page
  • Send e-mail about issues to multiple recipients who have configured their My Preferences settings to automatically receive issue notifications

Screen Elements

Add an Issue link

Displays a dialog box in which you can search and select a form to create a new project issue. Use the Add Issue page that is displayed once a form is chosen 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

Enables you to specify how issues should be filtered, grouped, charted, and columnized. 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.

Issue Forms link

Redirects you to the Issue Forms page. See Issue Forms Page.

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.

Issue Name field

The name or description of the issue.

Priority field

The level of importance assigned to the issue.

Responsible Manager field

The name of the person responsible for the issue.

If you have edit privileges, you can select a different Responsible Manager. The list of available resources depends upon your resource access security privileges.

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.

Description field

A more detailed summary for the item. The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

E-mail field

The e-mail dialog prepopulated with issue details.

Tips

  • When sorting by a specific issue column in the List format, an up-facing triangle indicates the column is sorted in ascending order, and a down-facing triangle indicates the column is sorted in descending order.
  • To add, edit, or delete an issue, you must have the required security privilege.
  • All issues that are added to a workgroup, and are then associated with a project activity, appear as project issues on the Issues page, as well as in the Project Issues portlet on the Workspace page.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Issues.

Related Topics

About Issues

Working with Issues

Creating Project Issues

Configuring Project Issues

Customizing Project Issues

Sending E-Mail about Issues

About Issue Forms

Creating Issue Forms


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