Custom Project Search Dialog Box

If the standard project searches (Project Manager, Principal, Supervisor, and organization levels) for locating and selecting projects are not satisfactory, use the Custom Project Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.

A saved search is a saved set of filters that you use to display a selected group of projects in the search list. Saved searches help you quickly locate and select the project you want to work with. iAccess provides a set of standard saved searches, but you can add other custom searches.

A saved search is only available to the person who saves it. It is not available to other users.

Location

To display the Custom Project Search dialog box, complete the following step:

1. In the Project Management workspace, click the currently displayed search name at the left end of the search field.

   

2. Do one of the following on the drop-down list:
   • To create a new custom search, click Custom at the bottom of the list.
   • To make changes to an existing custom search, click next to that custom search.

Contents

Field	Description
SEARCH NAME	If you want to save the custom search so you can use it again in the future, enter a name for it in SEARCH NAME. If you do not want to save the search, do not enter a name.
Search fields	Use the other fields on the dialog box to enter search values to further restrict the list of projects that the search returns. Note that if you search based on a field that could exist for multiple WBS levels, the search only considers values entered for the top WBS level. The following describe the types of fields: Date fields: Select from a list of predefined time periods based on the current date (for example, Last Week, Last Month, Next 3 Months, and so on). Drop-down fields: Select one or more values for the search. For example, you could search for projects with any of three project types that you select in PROJECT TYPE. You must select the values one at a time, but you can select as many as you want. (The exceptions are organization fields; if you search by organization, you can only select one organization as a search value.) In some drop-down fields, you can also type one character in the field and then select the STARTS WITH option at the top of the drop-down list to search for any projects that have a value in that field that starts with that character, or you can type two or more characters in the field and then select the CONTAINS option at the top of the drop-down list to search for any projects that have a value in that field that contains those characters. Number fields: Specify a range by entering a minimum value, maximum value, or both. Currency fields: Specify a range by entering a minimum amount, maximum amount, or both. If you use a field that contains (Bill Currency) in its label (for example, Direct Labor (Bill Currency)), the search compares the project amounts expressed in each project's billing currency to the range you specify. (The search fields that use billing currency are only available if your firm uses the Multicurrency feature in Vision. Text fields: Enter one or more characters in the field to search for any projects that have a value in that field that contains those characters. Memo fields: Enter one or more characters in the field to search for any projects that have a value in that field that contains those characters. Check boxes: Select Yes to search for projects for which that check box is selected. Select No to search for projects for which that check box is not selected. (Select the blank option if you do not want to include that check box as one of the search parameters.)
+ Add Field	iAccess provides a default set of project fields on this dialog box. However, if you need to filter the projects search based on values in other fields, you can add them to the dialog box. To add a field, click + Add Field at the bottom of the dialog box, click SELECT FIELD, and click the field in the drop-down list of available fields. Both standard fields and user-defined custom fields that have been added to the Project Info Center can be selected. You can also delete fields from the dialog box that you never expect to use. SEARCH NAME and STATUS are the only fields you cannot delete. To delete a field, hover over the field and click to the right of the field name. When you add or remove fields and click Save or Apply, that new set of fields becomes the default set for any new searches you create. The changes do not affect the fields that are available when you edit an existing saved search that used a different set of fields. Adding or removing fields in this dialog box only affects the fields displayed for your custom searches. It does not affect other iAccess users.
x Clear All	If you enter search parameters and then decide you want to clear all of them and start over, click x Clear All at the bottom of the dialog box. iAccess removes entries from all fields except SEARCH NAME.
Save, Apply, and Cancel	To save the search so you can use it again in the future and then perform the search, click Save. To perform the search without saving it, click Apply. If the results are not what you want, display the search drop-down list, click Custom again, and make the necessary changes to the search parameters. Though you did not save the search, iAccess preserves the latest settings until you leave the Project Management workspace. To close the dialog box without saving or applying the search, click Cancel.