Edit a 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:
- In the Resource Planning workspace, click to go to Project View.
- Click the currently displayed search name at the left end of the Find project or opportunity field to display the list of available searches.
- On the drop-down list, hover over the saved custom search that you want to use to create the new search and click .
- On the Edit Custom Project Search dialog box, make the necessary changes or additions to the search parameters for the new search.
- Click Save As.
- On the Save As dialog box, enter a name for the new search and click Save.