Project Search Dialog Box

Use the Project Search dialog box to search for a project by specifying project details in your search criteria. This dialog box displays in two ways:

• The search dialog box displays as a stand-alone search called Projects, which you can access by clicking beside the Search field on the Projects form. This allows you to generate a list of all project records available in Deltek PM Compass.

• The search dialog box displays as a search within another search. In this case, it is called Project Filter. For example, accessing the All Workflows search displays the Workflow Search dialog box with the Project field. This allows you to refine your search by limiting the search to those records that are directly tied to a given project.

For more information on search types and options, see Search Overview.

Display Type

By default, this field displays Standard. You can also select one of the following options:

• Advanced

• SQL Where Clause

The SQL Where Clause display type, however, is only available for users who are members of the SYSADMIN group.

In addition, modifying the display type changes the interface of this dialog box.

Search

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.

Searches

This field is optional. It allows you to enter the name of saved search, or it displays your selection after clicking and then selecting a saved search.  

Organize

Click this button to display the Organize Options dialog box, which allows you to save your search and give it a name.

Search By

Select one of the following options:

• Description — Select this option to search by project description.

• Project — Select this option to search by project name.

• Project Code <x> — Select this option search by project code. The value of <x> is the number of the project code or codes that has been set up for that particular project.

After selecting the field, click the Search button to populate the list box with results from the selected Search By.

If you encounter an error message related to a change request, see Change Management Warnings.

Search Text

This text box allows you to enter a value stored in the selected Search By field, or click (or the Search icon) at the end of the text box to retrieve a pick list. After entering the search text, click anywhere in the search results grid or click the Search button to populate the list box with results from the selected Search By.

Search Results

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.

When you use the Search dialog box from:

• My Schedule Analysis, only projects that are linked to a schedule display.

• Enter Schedule Progress, only projects that have schedule as the source system to update display.

• Enter Cost Progress, only projects that have cost as the source system to update display.

• Schedule Import, you cannot select a project that is linked to Open Plan, Microsoft Project, or Primavera P6.

Show Master Projects

Select this option to limit the Search Results list to master projects. When it is unchecked, the Search Results grid only displays regular projects.

This option is not available for all views. It is available for reports that support master projects.

If the current view doesn't support master projects:

• And the last project selected in this Search dialog box was a master project, the Search Results grid will be blank.

• And you use a saved search that uses a master project, the Search Results grid will be blank.

Total Rows

This field displays the total number of records that are available in the result set of the search.

Show Result List

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

Select a record on the grid and then click this button to display the corresponding record. 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.

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

• 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.

PM Compass remembers the last search result so that when you open the search dialog box again, the previous set of results displays 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 for search dialog boxes where you can only select one record at a time.

Close

Click this button to exit the dialog box.

Help

Click this button to display the help topic of the search dialog box. Clicking this button, however, displays the Standard display type by default.

What do you want to do?

Perform a quick search

Perform a standard search

View location

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