Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Field to a Search

Use the Search Criteria grid to specify the fields, operators, and values that you want to include in the search.

Prerequisites: Create a new search or open an existing search.

To add a field to a search:

  1. Click the Add Field button to add a new condition (row).
  2. Add conditions for the search on the Search Criteria grid:
    • Field: Use this column to select a field to include in the search; for example, Project Number or Employee Name.

      This list includes standard, user-defined, and all fields that are associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all fields associated with Projects hub is displayed. When you select a Date/Time field.

      In the search dialog for most applications, the first folder is expanded by default and other folders are collapsed. Click if you want to expand another folder to display all available fields within it. To close the lists so that only the folders display, click Collapse All. For projects only, you can select which level of the project you would like to search - project, phase or task.

    • Operator: Select a comparative operator, such as "=" or "Contains". The operators that display are based on the type of field selected. For example, an employee lookup has an operator for "is me" and a date field has an operator for "is today."
    • Add Value: Enter the value that you want to include as the criteria.

    All new searches default to display the Status = Active criteria as the first condition. You can delete this condition if it is not applicable to your search.

  3. Repeat Steps 1 and 2 until all conditions are added.

    When you enter multiple conditions for a search, the search criteria are joined by an implied AND. This is for a basic search that does not require grouped criteria or any type of advanced settings. For more information on advanced settings or on grouping conditions, see the Build an Advanced Search and Group Search Conditions help topics.

  4. If you do not see a list of matching results, click the Show Preview toggle to display the search results:
    • The Search Results grid displays a list of all records matching your search criteria. When you click the Apply All or Apply Selected (#) to include search result records in the search, the records also display either in the Find field on the main form for a hub record or in the Records or Saved Searches list on the Reports tab or form for a specific report.
    • Some searches have a link to show the number of results. The Show # of Results field displays the total record count for the Search Results grid. This number is dynamic based on the criteria in the search.

Post-requisite: Save a Search.