Populate the List or Detail View in the Project Info Center with Phase and Task Records

Use the Advanced Project lookup to populate the List View or Detail View of the Project Info Center with project, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records.

To populate the List View or Detail View in the Project Info Center with phase and/or task records, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Projects.
2. On the Project Info Center form, click beside the Search field.
3. On the Project lookup, select Advanced in the drop-down list in the Display Type field.
4. In the Search Criteria grid, insert the criteria for the projects, phases, or tasks that you want to find.
5. In the drop-down list in the Display field (located below the Search Criteria grid), select one of the following options to determine how the records will display in the Project grid in the List View or in the Detail View when you use the Navigation buttons:

   Option	Description
   Project	Each row in the List View grid (or record that is accessible using the Navigation button in the Detail View) is a project that either: Matches your search criteria. Owns a phase or task that matches your selection criteria.
   Phase	Each row in the List View grid (or record that is accessible using the Navigation button in the Detail view) is a phase that: Belongs to the project that matches your search criteria. Matches your search criteria. Owns a task which matches your search criteria.
   Tasks	Each row in the List View grid (or record that is accessible using the Navigation button in the Detail view) is a task that either: Belongs to a project or phase that matches your selection criteria. Matches your search criteria.
   All Matches	The List View grid displays a row for each project and a row for each lower-level WBS element (each phase and task) that matches the search criteria. Likewise, the records that are accessible using the Navigation button in the Detail View include project records and all lower WBS levels that match the selection criteria.

6. Click the Search button. The results of the search display in the grid in the lower portion of the Advanced Project lookup.
7. Complete one of the following actions:
   • To select all the records in the search results grid to display in the Project Info Center List View and Detail View, click the Select All button.
   • To select only some of the records in the search results grid to display in the Project Info Center List View and Detail View, select one or more records in the search results grid, and then click the Select button.
   • To select multiple records in the list, press and hold the CTRL key, and then click the appropriate records in the search results grid.
   • To select multiple records in the grid that are listed beside each other, click the first record and then press the SHIFT key while you click the last record. All records in between the first and last record that you clicked are selected.
   After you click the Select All button or Select button, you are returned to the List View or the Detail View on the Project Info Center form.

   The Project grid in the List View is populated with the items that you selected on the Advanced Project lookup. The records in the grid are sorted by WBS number, not name.

   For the Detail View, the Navigation buttons (left-arrow and right- arrow) to the left of the Search field at the top of the Project Info Center form are populated with the projects, phases, or tasks that you selected on the Advanced Project lookup. You can scroll through the multiple records from the advanced lookup results.