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24. Issue Details

Updated: Feb 27

The Issue Details object provides for a listing of filtered issues for the project or portfolio including listing the Actions within the Issues and assignment details. Parent and Child projects can be ‘rolled-up’ with this object.


Source of Data

The source of this data is the Issues system for the project or portfolio.


Template View

The Template Mode option can be set to cover a single project, or the entire portfolio. In the example below the Issue Details will display only issues for the relevant project. Note that available filters will allow you to specify which project issues are displayed, according to your defined issues categories, escalation, their status, rating, and action status.




When viewing Issue Details at the portfolio level, the available filters are expanded so as to allow you to select project criteria such as sector, type, service line, and location.



Document Edit View

When creating a document with the Issues Detail object the filters can be used as per the template setting or adjusted to suit the audience.



The Column headings of Issue, Rating, Assigned To, Completed and Due Date can be modified, and also clicked to change the sort order of the listing.

The check boxes to the left can be used to include or exclude particular issues.


Document Output View

The on-screen and PDF views of the Issue Details list including the Actions



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