Use this dialog box to generate a list of all activity records associated with a project in PM Compass.
By default, this field displays Standard. You can also select one of the following options from the drop-down list:
SQL Where Clause (only available for users who are members of the SYSADMIN group.)
After changing the information on the dialog box, you must click this button to populate the list box of results. The records that Deltek PM Compass displays in a grid depend on the search filters that you define. The columns in the grid vary, depending on the display type that you select.
This field is optional. You can use it to enter the name of saved search, or it displays your selection after clicking and then selecting a saved search.
Click this button to display the Organize Options dialog box, save your search, and give it a name.
This field displays the project associated with the activity. It limits the search to those records that are directly tied to the given project.
This field displays and is editable if you access the search dialog box from the Schedule Analysis form and from the Configure dialog box of Schedule Analysis. It displays and is read-only on a workflow form.
On the drop-down list, select one of the following options:
Activity ID — Select this option to search by Activity ID. The available columns in the search criteria grid are Activity ID, Description, and Schedule Project.
Description — Select this option to search by activity description. The available columns in the search criteria grid are Activity ID, Description, and Schedule Project.
Schedule Project — Select this option to search by schedule project. The available columns in the search criteria grid are Activity ID, Description, and Schedule Project.
After selecting the field, click the Search button to populate the list box with results from the selected Search By.
This field only displays when the view exceeds the maximum number of records set in the Progress and Analysis Record Limit field on the General tab of System Settings. Use it to page through the rest of the records. If you page to view more records and click Select All, the view displays those selected records. For example, if you are viewing records 1 -10 and you page to view 11-20 and click Select All, the view displays records 11-20.
Use this text box to enter a value stored in the selected Search By field, or click to the right of the text box to use a pick list.
This grid displays the search results after you define your filter criteria and then click Search. The column headings of this grid vary depending on the field that you select from the Search By drop-down list.
This field displays for Enter/Approve schedule and cost progress.
My Pending Progress — Select this option to display the progress entries assigned to you. These include:
Progress entries created by the scheduled process.
Progress entries you created when you selected them from this search dialog box and edited the progress.
Progress entries you have edited but not yet submitted.
Progress entries that have been rejected and still need to be resubmitted.
All Pending Progress — Select this option to display all progress entries to which you have access and that need progress entered.
All — Select this option to display all activities in the schedule or all work packages in the project that you have access to edit. When you select this option, the Include Completed field is enabled. For more information about access rights within the Enter Progress views, see Assignment Mapping Grid Overview.
My Approvals — Select this option to display progress entries that are specifically assigned to you for approval.
All Approvals — Select this option to display all progress entries to which you have edit rights and that need approval.
Select this check box to include completed activities in the results. This option is only available when you select All in the Show field.
This field displays the total number of records that are available in the result set of the search.
Select this check box to display grid containing the results of the search. When this option is not selected, both the Total Rows field and the grid with results do not display. By default, this check box is selected.
Select a record from the grid and then click this button to display the corresponding data. You can select multiple records by pressing either the CTRL key or the SHIFT key and then clicking the selected entries. The search dialog box displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.
For field searches, selecting a record and then clicking Select close the search dialog box and display the selected record in the field.
For filter searches that present records for a screen (for example, a workflow search), selecting a record and then clicking Select close the search dialog box and populate the application form with the values of the selected record.
For Dashparts (but not the global filter for Dashboards) and Reports, the label of this button is Apply.
Click this button to select and display all available records in numerical-alphabetical order.
Click this button to exit the dialog box.
Click this button to display the help page relating to this dialog box.