Edit a Saved Custom Search and Save It As a New Search

You can create a new saved custom search by making changes to an existing saved search and saving it with a different search name.

To create a new saved search by editing an existing search, complete the following steps:

1. Go to the Deltek CRM area for which you want to create the search, or, in the Reporting area, select the type of report for which you want to create the search.
2. Click the currently displayed search name to display the list of available searches.
3. On the drop-down list, hover over the saved custom search that you want to use to create the new search and click .
4. On the Edit Custom Search dialog box, make the necessary changes or additions to the search parameters for the new search.
5. Click Save As.
6. On the Save As dialog box, enter a name for the new search and click Save.