The Issue Summary object provides for a listing of filtered issues for the project or portfolio as a high level summary. Unlike the Issue Details object the Summary excludes listing the Actions within the Issues. 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
There are two views based on the Template Mode option.
This example is set for the Project view of the options.
While the Portfolio view is selected in this example.
The primary difference is that the Portfolio view presents the Portfolio filter selection options as well as the Issue filters.
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 clicked to change the sort order of the listing.
The check boxes to the left can be un-checked to exclude a particular issue.
Document Output View
The on-screen and PDF views of the Issue Summary list is a simpler format than the Issues Details listing as it does not present the issue action information.
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