The Project, Phase, and Task lookup dialog boxes contain Search fields that let you access records by entering part of all of a valid key code, such as a Project name or number.
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To use the Search feature, complete the following steps:
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Open a Timesheet lookup dialog box.
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Click in the
Search field.
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In the
Search field, enter either a single character (for example, the letter "a" or the number 3) or a string of characters (" ab" or "13") and then press Enter or click on the magnifying glass button next to the Search entry field.
If you enter a single character, Navigator will search for every record beginning with that character. If you enter more than one character, Navigator searches for every record that contains that string of characters. For whole word searches, enter a space before and after the word to search for only that word.
If the information you have entered matches only one record in the Vision database, then the record displays in the Timesheet line. If it matches multiple records, all records that match your criteria display in the lookup.
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Select the record that you want to access.
If you select a Project record that has associated phases, select a phase, and select a task if the phase has associated tasks.
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Click
Finish.
The selected record displays in the respective timesheet line.