Control Account Search Dialog Box

Use the Control Account Search dialog box to generate a list of control account records available in PM Compass. This dialog box returns all work packages associated with a control account that meet the filter criteria. Similarly, if the filter criteria are based on the work package and one work package in the control account meets the filter criteria, the control account and all work packages are returned.

When you access this dialog box from dashboards or reports (you can tell because the dialog box has an Apply button instead of a Select button, see Specifying Criteria vs. Specific Records (Values) for information about selecting criteria versus specific records.

Master Projects

When a master project has been selected in a view or dashboard, this control account search includes the subprojects.

Display Type

Use this field to select one of the following views:

Search

After entering search criteria, click this button to display the results. The columns in the Results grid vary, depending on the display type that you select.

Searches

Use this field to enter the name of saved search, or click and select a saved search.  

Organize

Click this button to display the Organize Options dialog box, which allows you to save your search.

Project

Select a project that contains the record for which you want to search. This field displays a project name that you previously used as a search filter. It allows you to refine your search by limiting the search to those records that are directly tied to the given project.

Search By

Use this field to specify whether you want to search by:

After selecting the field, click the Search button to populate the Results grid with results.

Search Results (x - x)

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.

Search Text

Use this text box to enter a value stored in the selected Search By field, or click to select text from a pick list. After entering the search text, click the Search button to populate the Results grid.

Search Results Grid

This grid displays the search results after you define your filter criteria and click Search. The columns and data that displays depends on the field that you select in the Search By drop-down list. The Results grid displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.

Show

This field only displays when you access the Control Account Search dialog box in Enter/Approve Progress.

Enter Progress Options

Approve Progress Options

Include Completed

Select this option to include completed control accounts in the search results. This option is only available when you select All in the Show field.

Total Rows

This field displays the total number of records returned by the search. This field is not visible when Show Result List is not selected.

Show Result List

Select this check box to display the Search Results grid containing the results of the search. When this option is not selected, both the Total Rows field and the Results grid do not display. By default, this check box is selected.

Select / Apply

Select a record in the Results grid and click this button to display the corresponding record. You can select multiple records by pressing either the CTRL key or the SHIFT key and clicking the selected entries.

This button is disabled until you select a record in the grid.  

Select All

Click this button to select and display all available records in numerical-alphabetical order.

The Select All button is not available on Search dialog boxes where you can only select one record at a time.

Close

Click this button to close the dialog box.

Help

Click this button to display the Search dialog box help topic. Clicking this button displays the help topic for the Standard display type by default.

What do you want to do?

Perform a quick search

Perform a standard search


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