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

You can create a new saved resource 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 Deltek CRM workspace, click to go to the Resource Planning area.
2. In the Find Resources panel, click in SAVED SEARCHES and select the search that you want to use to create the new search.
3. Make the necessary changes or additions to the search parameters.
4. Click Save and click Save As.
5. On the Save As dialog box, enter a name for the new search and click Save.