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:
  1. In the Resource Planning workspace, click to go to Project View.
  2. Click the currently displayed search name at the left end of the Find project or opportunity field 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 Project 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.