Contents of the Search Dialog Box

Field Description
Search Text Enter the text value for the search. Then specify the Hub and the columns that you want to search.
Search Click this button to initiate the search. When the search is complete, Deltek switches to the Results tab and displays a list of records that match the search criteria specified on the Options tab.

Search Options Grid

Field Description
Search Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Hubs This field displays the names of the hubs that are available for searching.
Search Select the hubs that you want to include in the search. If a check mark displays in this field, the hub is included in the search.
Search Columns

Use this field to select the columns that you want to search in each hub. Your column selections determine what data Deltek looks at when it searches for records that contain your search text.

The columns available for searching vary for each type of hub. For example, you want to search on columns in the Opportunities hub. If you select Opportunity Name and the search text you enter displays in the Opportunity Name column of an opportunity record, Deltek includes that record in the results list.

You can select as many columns as you like.

Search Results Grid

Field Description
Hub This field displays the name of the hub in which the matching record is located.
Name This field displays the name of the hub record that contains the search text that you entered. Click a name in this field to open the corresponding record.