Create a New Selection Set to Use in a My Selection Set Search

Use the New Selection Set option on the Projects pane to specify criteria for a custom project search. The Selection Set search can include any combination of selections from the filter options. You can save a search to use again for personal use to locate the information that you need quickly. You can also edit a saved search to use as the basis for a new search, and delete unused searches as needed.

To create a custom search, complete the following steps:

1. Open the list of selection sets from the Projects pane.
2. Select New Selection Set. The New Selection Set panel displays with New in the header .
3. My Selection Set defaults as the name of the selection set. You can change this to a unique name for the new selection set.
4. Select one or more filters to specify search criteria. When you select a filter, you can also enter or select specific data to limit the filter's results. As you enter data, Navigator updates the number of records that match the given criteria. For example, if you have 79 project managers and select 3 from the list, the Project Manager filter lists 3 of 79 in dark gray. If you want to remove the selected filter, click the X next to specific search filters to clear the data, or click to clear all data in all filters.
5. Click Save & Apply. Vision Navigator saves the search, analyzes your search filters, checks your Vision Security role, and then generates a list of matching projects in the Projects pane.