Issues Summary/Issues Category

The Issues Summary page includes a list of issues and charts that you can use to filter the list of issues. The Issues category for a specific item includes the table without the charts. You can create and manage issues only if you also use IP Classification, Traceable Requirements Management, Engineering BOM Management, or Configured BOM.

The Issues Summary page only shows issues you own or are assigned to you. An Administrator who wants to view issues assigned to other users can use 3DSearch to find those issues. For more information, see About 3DSearch Queries.

Required access roles:

  • Baseline: Reader

You can view issues you created, or you can view issues related to a specific item. The list of issues for an item only shows the toolbar and basic columns. The charts and views only show for the list of all issues in the Issues Summary page.

To access this page:

  • To see issues that you have raised across all items, follow these steps:
    1. In the navigation pane, click > Issues Summary.
  • To see issues for a specific item, follow these steps:
    1. Open the required item.
    2. In the navigation pane, click Issues.

This topic describes:

This page discusses:

See Also
In Other Guides
Page Toolbar Icons

Views

When you select an issue in a chart, the app adds a View box at the top of the Issue Summary chart. Select the View view that you want:

View Name Description For More Information
Basic Displays the standard columns. Basic Columns
Advanced Adds Reference Documents, Reported Against columns, and actions in the State column. Advanced Columns

Chart Filters

You can click data in any chart to filter the list of issues in the table and the other charts based on that priority level, lifecycle state, or problem type. The chart you click adds a Selected: title showing what filter is being used, and the app updates the list of issues and the other charts based on that selection.

Click the There are # issues link at the top to clear all filters. Click the Selected: value to remove the filter for that chart. The app removes that filter and updates the list and charts accordingly.

You can also use the Select list to filter which issues show in the tables and charts:

Filter Choice Description
All All issues
In Work Issues in Assign and Active states
Not Complete Issues in all lifecycle states other than Closed
Completed All issues in the Closed lifecycle state

Basic Columns

Column Name Description
Name The name of the issue, which is auto-generated. You can click to view the issue's properties. See Issue Properties.
Edit Edit the issue's details. For more information, see Issue Properties.


Represents any slippage between the estimated start and finish dates. For example, a red icon might display for a high slip value, and a green icon for no slippage.
Type The type for the issue.
Description The description of the issue.
State The current state of the issue in its lifecycle.
Escalation Required Whether the issue requires upper management support for resolution.
Estimated Start/Finish The estimated start and finish dates for the issue resolution.
Actual Start/Finish The actual start and finish dates for the issue resolution.
Owner The person responsible for the issue.
Priority The priority of the issue that was chosen when it was created or modified: Pre-assigned, Low, Medium, High, or Urgent.
Item Shows the classified item that the issue was reported against. This column is shown only when the Issues page is accessed from within a library or classified item.
Opens the page in a separate window.

Advanced Columns

Select an issue in a chart to show the View list at the top of the charts. In the View list, click Advanced to view the following columns:

Column Name Description
Reference Documents
  • Drag a file into the Drop Zone to add a file to an issue.
  • Hover over Document to view the document name.
  • ClickDocument in this column to download a file.
  • If there are more than 5 reference documents, click (x more) to open the list of documents x equals the number of documents over 5 documents.
Note: Auto-filtering is not supported in this column.
State
  • The current state appears in bold.
  • Click Promote , Demote , or Set to Final State to change the state of an issue. (The icons appear if you have permission to change the state of an issue.)
Note: Auto-filtering is not supported in this column. If you export data from this column, only the current state appears in this column.
Reported Against Lists up to three objects that an issue is reported against.
  • Click an object to view details about the object. If the object is a document, then the document downloads.
  • Click the Add to search for and add an object that an issue is reported against.
  • Click the number of objects to view all objects reported against.
Note: Auto-filtering and exporting are not supported in this column.

Actions/Toolbar Commands

For the Issues category of a Bookmark Root: If you have the Contributor baseline access role, you can see the Create New, Remove, and Delete commands, and you can perform these actions if you have the required access for the Issue (in addition to your access to the Bookmark Root).

Action Description For More Information
Create Issue Creates a new issue.

For the Issues category for a Bookmark Root or a Document that is in a Bookmark Root, you must have access to create the issue for that Bookmark Root or document, and you must have the Add access for the Bookmark Root.

Creating Issues
Transfer Ownership Changes the owner, organization, or collaborative space that owns the selected issue. Moving Content (Transferring Ownership)
Add Existing Adds an existing issue to the list. Only shows for the Issues category for an item. Predefined Queries
Remove Removes the selected issues from the list. Only shows for the Issues category for an item.

For the Issues category for a Bookmark Root or a Document that is in a Bookmark Root, you must have access to remove the issue from the document, and you must have the Add access for a Bookmark Root.

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Delete Deletes checked issues, click OK to confirm. Only users with delete access on specific states in the policy have the ability to delete the issue.

For the Issues category for a Bookmark Root or a Document that is in a Bookmark Root, you must have access to delete the issue from the document, and you must have the Add access for a Bookmark Root.

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Charts

The charts on the right side of the page graph the number of issues based on issue details. From the top of the chart panel, you can:

  • Click Hide Panel to close the charts panel or click Restore Default View.
  • Click the heading of each chart to show or hide the chart.
  • Click There are n Issues in the upper right corner of the charts to clear all filters.

You can hover over any element of any chart to see the number of issues in each state for that chart element.

The page includes these charts:

Chart Title Description
Issues by Priority Displays the number of issues by priority level, from Low to Urgent, or Pre-assigned.
Issues by State Displays the issues according to state.
Issues by Problem Type Displays the issues according to the problem type of the issue. The height of the bar adjusts according to the number of problem types.
Average Duration by Priority (in days) Shows the average duration of issues in different states by priority.
Timeline per Week Displays the number of issues in a particular state this week.