Contents of the Project/Phase/Task Lookup
Use this lookup to select project, phase, and task information for your record.
Contents
| Field | Description |
|---|---|
| Select Search | Click
 to display the Select Searches list, which includes all available standard, personal, shared, or complex searches that you can access. When you use the New Search dialog box to create a search, it is saved to this list.
When you select a search from the list, the Search Criteria grid displays the properties for that search. If you selected a search that has an advanced setting applied to it, the
|
Search Criteria Section
This shaded grid displays the properties for the search. Depending on the type of hub or application, a default search condition is automatically applied to the new search. This default criteria is Status = Active , which returns all records with a status of active. You can delete this condition if it is not needed.
When you add or modify conditions to refine your search, the search results update automatically.
To access additional search properties for refining your search, enable
Advanced Settings in the Advanced Search section.
If at any time you determine that the search results are not what you want, click Select Search to select another search from the list. You can then make the necessary changes to the search conditions.
| Field | Description |
|---|---|
| Field |
Click
Fields in grids are organized by grid name. For projects only: You can also search for a specific WBS level (project, phase, or task). By default, multilevel lists display with the first folder, in bold, already expanded. Click
|
| Operator | Click
to select a comparative operator, such as
Contains or the equals sign, which you want to apply to the field. Available operators vary, based on the type of field selected. For example, an employee lookup has an operator for
is me and a date field has an operator for
is today.
|
| Add Value | Select or enter the value(s) that you want to include as the criteria. Available values vary, depending on the type of field selected.
Some Value fields provide multiselect drop-down lists that allow you to quickly build complex searches in hub forms and other applications throughout Vantagepoint. Use multiselect drop-down lists to add, delete, copy and paste, as well as filter long lists of values. For more information, see Working with Multiselect Drop-Down Lists. |
to expand another folder to display all available fields within it. To close the lists, click
Search Results Section
After building a search in the Search Criteria grid, use the Search Results section to view a list of matching results, specify the records to include in the Search Results list, and display a total count of the number of records in the results list.
| Field | Description |
|---|---|
| Show Preview | Select this toggle () to display the list of search results as well as the record count.
|
| Search Results Grid | Use this grid to view the records that match the criteria entered in the Search Criteria grid. In the results list, select the check boxes next to one or more records to include in the Search Results list on the main form.
When there is a large number of records, use the
|
| Check Boxes | Select the check box next to each record that you want to include in the search results grid on the main form. Leave the check box cleared if you do not want to include the record. |
| Maximize | Click
 to expand the search results grid to full screen display, which allows you to view long lists of search results. Click
again to minimize the grid and return to New Search dialog box.
|
| Export | Click
 to display the Export As .CSV dialog box, which you can use to export either all or a subset of search result records to a .CSV (comma separated values) file. The Export button may vary when displayed, depending on the number of records that you already selected and applied to the search.
|
|
Click this icon to display the filter row options that are used to refine the field information in the grid. For more information, refer to Filter the Grid Results. |
Advanced Search
| Field | Description |
|---|---|
| Advanced Settings | Turn this toggle
on to display the following advanced search settings:
|
on a grid row to move the condition up or down in the search. When you create a group for a search, the order in which conditions display in the grid is the order in which they are executed in the search or group. For more information, see the
Project/Phase/Task Panes
- They are active records to which your role has read access.
- The records are approved for use in processing.
- If you use multiple companies, you can only select from those projects that are available for the active company.
The display of the panes is dynamic, and is driven by your choices. Initially, only the Projects pane is displayed. As you select phases and tasks, the panes shift so that you can see all levels in a single view.
Projects Pane
Use this pane to select a project record. If the project has phases, the Phases pane opens and those associated phases are displayed.
Phases Pane
Use this pane to select a phase associated with the project that you selected. If the phase has tasks, the Tasks pane opens and those associated tasks are displayed.
Tasks Pane
Use this pane to select a task associated with the phase that you selected.