Customization → View Management → Log Views

Log Views

A log type is a simple list of items that are tracked in association with your projects, for example a list of risks, issues, or impediments. Log types can be customized and new log types can be added.

Use the Log Views tab to capture additional summary item data for selected items in the Projects module. Log views are fully configurable. They can be renamed, deleted, and modified. New log views can be created, to which you can then associate to item views. In order for users to access a log view, a log view must be associated with one or more security roles. This can be done from the Roles tab in the Security tab. Use the View Designer tab to design the interface for the new log view.

For example, say you have a log view called Complaints that contains a log item describing a common customer problem. Several members of your team contribute discussion points about this log item until the decision is made to convert this log item from a Complaint to an Issue. After a meeting, the decision is made to create a Work Item from the Issue to address the problem. The item is assigned to a resource who then fixes the problem.

To work with a log view or a log item, a user must have the appropriate permissions. Each log view has corresponding permissions to view or edit, and actions such as creating items from a log item (such as discussions, issues, or risks) are also actions controlled by permissions. With the appropriate permissions, users can interact with log views in several ways; they can:

Adding a log type

Several out-of-the-box log types are included: discussions, risks, and issues. You can add custom log types.

To add a log type
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the View Management tab.
  3. Select the Log Views tab.
  4. Click New.
  5. In the New Log Type dialog box, name the new log type. Select an icon with which to associate the new log type. You can allow items tracked in the new log view to be escalated, transitioned into item types, be assigned to resources, and become an item.
  6. If you chose to allow the log view to be transitioned into an item type, under Allowed Conversions, select the item types into which this log type can be transitioned.
  7. Under Attribute Assignments, select the attributes that you want to associate with the log view.
  8. Click Save.

Adding a log view

Add a new log view. You can allow users in your organization to escalate, to create items based on, to create items from, and to assign the items in a log view. If these options are enabled, task icons will be available in the log view toolbar. You can also allow items in the log view to be converted into log types.

To add a log view
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the View Management tab.
  3. Select the Log Views tab.
  4. Click New.
  5. In the New Log Type dialog box, name the new log type. Select an icon with which to associate the new log type. You can allow items tracked in the new log view to be escalated, transitioned into item types, be assigned to resources, and become an item.
  6. If you chose to allow the log view to be transitioned into an item type, under Allowed Conversions, select the item types into which this log type can be transitioned.
  7. Under Attribute Assignments, select the attributes that you want to associate with the log view.
  8. Click Save.

Deleting a log view

If your organization isn't using a log view, you can delete it. You cannot delete a log view that is currently being used by any item.

To delete a log view
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the View Management tab.
  3. Select the Log Views tab.
  4. Select a log type and click Delete.

Editing a log view

You can change the properties of any existing log view.

To edit a log view
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the View Management tab.
  3. Select the Log Views tab.
  4. Select a log view.
  5. In the lower pane, make your changes.
  6. Click Save.

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