Identifying Change Requests, Change Orders and Issues

The Identify page allows you to review and check the new change requests, change orders and open issues.

This task shows you how to:

Display Charts

The following charts are available:

Chart Title Description
Opened CR

Number of change requests with non-closed maturity (all states except 'Complete' and 'Canceled').
Opened CR by Maturity

Number of non-closed change requests by Maturity state.
Opened CR per Organization

Number of change requests with non-closed maturity by responsible organization.
Opened CR per Week

Number of change requests with non-closed maturity per week (originated date).
Opened CO

Number of change orders with non-closed maturity (all states except 'Complete' and 'Canceled').
Opened CO by Maturity

Number of non-closed change orders by maturity state.
Opened CO per Organization

Number of change orders with non-closed maturity by responsible organization.
Opened CO per Week

Number of change orders with non-closed maturity per week (originated date).
Total Number of Opened Issues Number of open issues.
Opened Issues By Maturity Number of open issues by maturity state.
Opened Issues Without Change As Resolved By Number of open issues not linked to a change object via "Resolved By".
Opened Issues By Priority Number of open issues sorted by priority.
Issues By Organization Number of open issues sorted by organization.
Issues By Owner And Assignee Number of open issues sorted by owner.
Opened Issues Per Week Number of open issues per week.

Zoom in Charts

Click the element (a bar, a pie chart slice, etc.) you want the chart to be refined on.

The corresponding filter is added to the Active Filters bar and the page immediately reloads to apply it to its content.

You can now:
  • Repeat the step on a different chart element to add more filters to the page.
  • Click the same element again to remove the filter.

Note that you can also access filters directly by clicking in the upper right corner. A refine panel will open to let you select your filter criteria.

Display Change Details

You can display a pane that contains a table view of the chart's data and a list of all the charted objects so you can explore their details.

  1. From the header of the chart, click Actions... > See underlying data.
    The Underlying Data pane opens at the bottom of the widget. It is composed of:
    • A Values tab, which displays a table view of the chart's data.
    • An Objects tab, which displays a list of all the charted objects.
  2. To close the Underlying Data pane, click .

Open an Object in a 3DEXPERIENCE App or Widget

You can open an object in a dedicated 3DEXPERIENCE app from the Underlying Data pane. Note that the list of compatible apps depends on your 3DEXPERIENCE configuration and roles.

  1. From the header of the chart, click Actions... > See underlying data.
    The Underlying Data pane opens at the bottom of the widget.
  2. Select the Objects tab.
  3. Select the row corresponding to the object you want to open and click > Open with.
    The list of 3DEXPERIENCE apps available to open this object type is displayed.
  4. Select the appropriate app to open the object.
    The object opens in the selected app.
    Note: If you added 3DEXPERIENCE widgets to your dashboard, you can also click to drag and drop your object directly to the appropriate 3DEXPERIENCE widget.

Colorize Parts in a 3D Change Object

You can colorize parts of a 3D change object according to its status or due date in a dedicated 3DEXPERIENCE app (3D Navigate, 3D Markup). Note that the list of compatible apps depends on your 3DEXPERIENCE configuration and roles.

From the header of the chart, click Actions... > Colorize 3D.
The 3D parts are colorized in the dedicated 3DEXPERIENCE app.