Example: Search by Project Charge Type and Awarded Date

This example illustrates how to create and save a basic search that locates all active projects with a regular charge type that were awarded prior to a specific date.

Step	Procedure	Related Information
Access the Search Dialog Box
1	Create a search.	Create a Search
Enter Search 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.
2	On the Actions bar, select the +Add a Field action to add a condition (row) to the Search Criteria grid.	Add a Field to a Search
3	In the Select A Field column, select the Projects > Charge Type from the grid list.
4	In the Operator field, select =. The operators that display are based on the type of field selected. For example, the operators for an address field are different from those that display for a date field.
5	In the Add Value field, select Regular. The search criteria are automatically joined by an implied AND.
6	On the Actions bar, select the +Add a Field action to add a condition (row) to the Search Criteria grid.	Add a Field to a Search
7	In the Select A Field column, select the Projects > Won/Lost Date from the grid list.
8	In the Operator field, select .
9	In the Add Value field, select today's date.
10	On the Actions bar, select the +Add a Field action to add a condition (row) to the Search Criteria grid.
11	In the Select A Field column, select the Projects > Stage from the grid list. You can start typing the field name to quickly find it in the list.
12	In the Operator field, select =. The operators that display are based on the type of field selected. For example, the operators for an address field are different from those that display for a date field.
13	In the Add Value field, select Won. The search criteria are automatically joined by an implied AND.
Search Results Grid
14	The Search Results Grid displays a list of all records matching your search criteria. 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.	Components of a Search
15	Click at the top right of the Search Results grid to expand the grid to full screen, allowing you to more easily view long lists of search results.	Maximize the Search Results Preview
16	Click at the top right of the Search Results grid to filter the search results based on the values that you select in one or more columns.	Filter Search Records
17	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.
18	Click Apply All to select all records in the search or use the checkboxes to select a few and then click Apply Selected (#).	Refine the Search Results
Save the Search
19	On the Actions bar, click Save Options to save the new search. On the Save Options dialog box, choose either Save to update an existing search or Save as New Search to save a new search.	Save a Search
20	To allow other users access to this search, click in the Save For field. Depending on your security rights, you can save for everyone (all security roles), your role, or specific security roles. If you do not have security rights to save for others, you can save searches only for yourself.
21	To add the search to one of the folder directories in the Select Searches list, click in the Add This Search To field. The Folder Options dialog box opens. You can either select an existing folder directory from the list or click + New Folder to create a folder directory for the search.
22	Click Save to save the search and close the Save Options dialog box. Vantagepoint adds the search to the designated folder in the Select Searches list.
Execute a Search
23	Click Apply to execute the search, close the search dialog box, and return to the main form of the application. Vantagepoint displays the search records in the Find field.