Display Record Results by Project Levels in Advanced Project Search

Use the advanced search feature in the Projects hub to specify the project levels for each search condition and to display how project level information is displayed in the Search Results grid and in list view for ad hoc Selection searches.

To build a project search that displays project levels:

1. On the Saved Search control () at the top of the project form, click to display the Saved Searches and Record Selection panes.
2. At the bottom of the Saved Searches pane, click + New Search.
3. On the New Project Search dialog box, to specify advanced search criteria: click Advanced Settings and complete these actions:
   1. On the Actions bar, select + to add project fields to the search criteria.
   2. In the Project levels column, specify one of the following project levels for each search condition:

      Option	Description
      on the Project Level	Select this option to find project level records for the search condition. For example, a project can have a different project manager on the top level than on a phase level. If you search for Project Manager Is Me on the project level, only the top-level projects records for which you are the project manager are returned.
      on the Phase Level	Select this option to display only the phase levels of the project, regardless of the number of tasks associated with the project or the matches for the search. For example, you search for Project Manager Is Me on the task level and you are the project manager for four tasks on two different phases of the project, but you are not the project manager for the project or phase level. In this case, two phases are included in the record results list for the phases that own the tasks on which you are the project manager and the phase column is added to the record results list.
      on the Task Level	Select this option to display records for the task levels of the project, regardless of the matches for the search. For example, you search for Project Manager Is Me on the task level and you are the project manager for four tasks on two different phases of the project, but not for the project or phase levels. In this case, the four task records for which you are the project manager are included in the results, as well as the phase and task columns. (This option is hidden if you do not use the task level.)
      on Any Level	Select this option to find all project level (including projects, phases, and tasks) records for the search condition. For example, if you search for Project Manager Is Me on any level, all levels of a project for which you are project manager are returned.

4. In the Operator field, 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.
5. In the Add Value field, enter the value that you want to include as a criterion.
   Some Add Value fields provide multiselect drop-down lists that enable you to quickly build complex searches in hub forms and other applications throughout Vantagepoint. Use multiselect drop-down lists to add, delete, copy and paste, as well as filter long lists of values.
6. If the search provides a link to display the number of results, click Show # of Results to see the total record count in the Results grid.
7. To refine search results, select one of the following two actions.

   Goal	Description
   Include all records that match the search criteria	In the Search Results list, click the Apply All button. Although all the record checkboxes display as cleared, all records in the Search Results list are automatically included in the search.
   Select a subset of records	Select each record that you want included in the search and then click Apply Selected (#) to include only those records that match the search criteria. Records for which you do not select a corresponding checkbox are not included in the record selection lists of the hub or application associated with the records.

   All records applied to the search are also available for export to a comma-separated values (CSV) file. These records also display when you use the Select Searches list 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.

8. Use the following display options to display search records based on project level information in the Record Results section of the Project Search dialog box and in list view for saved and ad hoc Selection searches.

   Option	Description
   Results to Display	Select a project level option in this drop-down list to display project level information for your search record results. The following options are available: Projects, Phases, Tasks, or All Matches.
   List View Display	Use this option to list search results as a hierarchical structure or as a non-hierarchical list. The available options in this drop-down list are determined by your project level selection in the Results to Display drop-down list. To display search records in a hierarchical structure, select Tree List. To display all search records with no hierarchy, select Flat List. This is the only option available when you set the Results to Display option to Phases, Tasks, or All Matches.

   The search records are displayed in both the Record Results grid and in list view, based on the project level that you specified.
9. To save the search: On the Actions bar, click Save Options and then select the options on the Save Options dialog box.
   Click Save to update an existing search or click Save as New Search to save a new search. Vantagepoint adds the search to the designated folder in the Select Searches list.
10. To execute the search, click Apply All or Apply Selected (#).