Use the Organize Options dialog box for Searches to select and set options for saving or modifying personal or role-based specific settings for searches.
| Field | Description |
|---|
| Folder Name
|
Select one of two folders from the drop-down list for this option:
- Select
Personal Searches if the search is for your own use only.
- Select
Global Searches to create a search to share with other users.
You can also set up subfolders in the Personal Searches folder and Global Searches folder and save searches to those subfolders.
|
| Save Name
|
Enter a new name or select an existing one:
- When you create a new search, enter a name for the search.
- To modify an existing saved search, select that search from the drop-down list.
|
| Access to all roles
|
Select this option to save the search as a global search that is available to all Reporting users. Clear this option if you want to grant access to the search only to selected roles.
|
| Available Roles, Assigned Roles
|
To grant access to a search based on
Deltek security roles, move the roles from
Available Roles to
Assigned Roles. Only the
employees who are assigned one of the security roles in
Assigned Roles can use the search.
To move a role from
Available Roles to
Assigned Roles, click the role and click
Add.
To move a role from
Assigned Roles back to
Available Roles, click the role and click
Remove.
If you click
Save without selecting any roles,
Deltek automatically selects
Access to all roles when it saves the search.
|
