Issue Analysis

This dashboard provides a way to analyse issues that have been raised against portfolios, programmes, projects, proposals, and services. The page is typically used as a drill-down from summary dashboards to show, for example, all issues associated with a particular project, or all issues escalated to programme level for a particular programme. The dashboard can therefore be used by different roles be it an individual project or programme manager or someone from the PMO looking across all issues.

• Use the filter fields beneath the title bar to define what issues are displayed in the dashboard.

• With the exception of portfolio and programme filters the filters support multiple values.

• Summary chart of all issues matching the filter criteria, grouped by RAG.

• Bar chart of issues matching the filter criteria, grouped by Impact.

• Summary chart of issues matching the filter criteria, grouped by Severity.

• Summary chart of issues matching the filter criteria, grouped by Severity.

• This table provides a list of all the issues meeting the filter criteria. Click on the ID to open the issue form. The issue form will show all issue fields and allow updating (depending on status). The form will also display available actions to the user such as assigning the issue. Comments can be raised against the issue. The form also provides a history of all changes to the issue.

• To change the ordering of the table, click on a column header to order by that column or use the ‘Order By’ filter to the top right of the table.

• Use the ‘Excel’ icon to export the table to Excel.

• Issues cannot be created from this dashboard. Navigate to the proposal, project or service against which the issue should be logged and use the workbook to create new changes. Alternatively, issues can also be created when submitting a status report.

• Issues can also be created from the risk workflow in the scenario where a risk materializes. Navigate to the Risk Analysis page to analyse risks.

• Click on the issue ID in the issue table to open the issue form for editing. Not all fields may be editable in the given status.

• Click on the issue ID in the issue table to open the issue form. Select the Comments tab on the issue form and enter any comments in the field provided.

• After entering comments, navigate back to the ‘Info’ tab and click on ‘Save’.

• Click on the issue ID in the issue table to open the issue form. Select the ‘History’ tab to view an audit trail of changes.

• Each issue is associated with a workflow which defines the process the issuefollows from creation to being closed. Typically, the process will include an assignment step and a step to escalate the issue.

• Click on the issue ID in the issue table to open the issue form. Available actions will appear as buttons to the top right of the form.

• Click on the issue ID in the issue table to open the issue form. If the issue is not yet assigned, choose a person from the ‘Assigned To’ drop-down field and then click on the ‘Issue Assigned’ action button.

• If the issue is already assigned, changed the ‘Assigned To’ field to the new assignee and click on the ‘Save’ button.

• If the issue needs to be escalated to a higher level, for example programme or portfolio level, click on the ID of the issue in the issue table to open the issue form.

• Select an escalation level against the field ‘Escalation Level’ and click on ‘Save’. The issue will then appear as an escalated issue on the programme or portfolio dashboard.

• If the issue needs to be closed, open the issue form by clicking on the ID column in the issue table.

• Click on the ‘Close Issue’ button to the top right of the form.

• Use the filters to select the issues to be displayed.

• Use the cog icon in the issue table to select which fields should be displayed in the table and exported.

• Click on the ‘Excel’ icon in the issue table (to the right of the ‘Order By’ filter.

Q: There are no action buttons available to me on the issue form, other than ‘Save’.

A: Ensure that you have the correct authority to action the issue. Contact your Administrator if you think you should be able to action the issue.

Q: How do I exclude closed issue?

A: Use the status filter to select only ‘Open' statuses.