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31. Periodic Issue Count by Category/ Location

Updated: Feb 27

This object provides statistical information relating to Issues for the selected period, and as a cumulative total covering the duration of the project.


Source of Data

The source of this data is the Issues system for the project or portfolio. More specifically, it is the issue category selections which appear within the individual issues per project. Issue categories are created according to the needs of each organisation within the Methodology/Issues tab.


Template View

There are two views for this object when preparing a template, and will be used depending on the scope of your requirements. You may view issues at the project level, or across the portfolio. When the Template Mode set to Project you will be presented with the option of filtering on the Issue Category as a default filter for the document edit process.




When the Portfolio Template Mode is selected, the filters for the broader portfolios are made available for setting as defaults.


Document Edit View

When editing a document that includes this object, the view will vary dependant on the selections and the configuration of the Issue Custom Fields and Custom Field categories.

The Periodic Issue Count object defaults to Issue Category of All and will display the current relevant financial period.




The data is presented for the period selected, and for the whole of project to the end of the selected period. Selecting a specific category changes the view to include any Custom List fields.


Document Output View

The resulting document output is simply the table as viewed in the document creation phase.




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