Control Account Search Dialog Box (Advanced)

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.

You can use the Advanced search view to select comparative operators to further narrow down the number of displayed records. In this search type, Deltek PM Compass searches only database records established for a project in the Project search. If the Project search value is NULL, PM Compass only considers the criteria set up in the Advanced Search Criteria grid in the search.

For example, if you use an advanced filter criteria of Work Package Cost Variance > 10,000 and there is one work package in a control account that has a cost variance of > 10,000, the search returns the control account and all work packages in that control account.

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:

Standard
Advanced — Use this view to select comparative operators to further narrow down the number of displayed records
SQL Where Clause (only available for users who are members of the SYSADMIN group) — Use this view to create more complex selection criteria by creating your own SQL Where Clause.

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 Criteria

This grid contains the advanced search criteria and includes the following toolbar and columns:

Grid Toolbar

Field	Description
Insert	Click this button to add a filter or criteria line to the grid. The added line displays below the current line where the control prompt (triangle symbol) displays. If the grid is empty, only the Insert button is enabled on the grid toolbar.
Copy	Select a criteria line and then click this button to add a new line to the grid. The new line contains exactly the same data as the original line and displays below the original line.
Move Up	Select a criteria line and then click this button to move the line up in the grid. If the selected line is already at the top of the grid, clicking this button does not change anything.
Move Down	Select a criteria line and then click this button to move the line down in the grid. If the selected line is already at the bottom of the grid, clicking this button does not change anything.
Delete	Select a criteria line and then click this button to remove the line from the grid.

Grid Columns

Field	Description
Parenthesis ()	Parenthesis control the order in which the advanced criteria lines are executed. The opening parenthesis displays at the beginning of each advanced grid criteria line and the closing parenthesis before the Condition (Cond) column at the far right column of the advanced grid criteria line. For Projects, both columns for the opening and closing parentheses are empty.
Search Table	This column displays search results from the Workflow table. Control Account Workflow: For information about some of the cost progress Workflow table search fields (for example, Assigned User and Workflow Status), see Workflow Table Search Fields. Project Work Package: If you select this option, only the work packages that meet the criteria will be returned, not sibling work packages. This search feature is very useful if you have a control account with lot of work packages. You can only use this filter in the Advanced view. You cannot use it in the SQL Where Clause or the Standard view. By default, this column displays Control Account.
Search Field	When creating an advanced search, this column contains a list of fields available to build a filter. The list of fields include special calculated fields but not include UIDs or internal values. If you select a date field, you could pick a date by clicking the calendar icon at the right of a particular cell in the Search List column. If you select a role field, you could use a lookup to search for it based on the search text for existing names in that role. If you select a currency field, you could enter an amount in the corresponding cell of the Search List column. If you enter non-amount value, you could use a lookup as well as enter search text to find records to select from the Search list. If there is a user field in the Search Field drop-down list, two related fields display. The first listing contains the field name (like Control account manager); the second listing contains the field name with "name" as part of the listing (like Control account manager name.) If Search Field contains the first value (without "name") the search occurs in the User ID field. If Search Field contains the second value (with "name"), the search occurs in the first name/last name field. This field has the Quick Find functionality. After you enter a character, the Quick Find feature performs a type-ahead search, and locates the record that best matches the characters that you have entered. You can specify either a single character, such as the letter "a", or a string of characters, such as "ab". Workflow Table Search Fields For information about some of the cost progress Workflow table search fields (for example, Assigned User and Workflow Status), see Workflow Table Search Fields.
Operator	This column displays In List by default. You can also select an operator to use in creating an advanced search. The options in the drop-down list vary by search type. For more information, see Advanced Search Operators.
Search List	This column is empty by default. You can also select a value that you want to compare to the value specified in the Search Field column. Alternatively, you can enter a value manually. The displayed values depends on the value that you select in the Search Field column.
Cond	This column displays And by default. You can also select OR.

PM Compass remembers the last search filters that you use such that when you display this search dialog box again with display type set to Advanced, the default values are replaced by the previous search criteria.

Display Search Text

Select this check box to display the coded search (text string) for the Search Criteria grid. It displays the coded search in a box below the grid. If you do not select this check box, the box below the Search Criteria grid is initially empty. Clicking Search displays the search results in the grid, replacing the empty box.

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 Results

This grid displays the search results after you define your filter criteria and click Search. The columns in the search results grid vary, depending on the search type that you select. For examples, searching for users displays the First Name, User Name, and User ID columns, and searching for projects displays the Project and Description columns.

Show

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

Enter Progress Options

My Pending Progress — Select this option to display records that are specifically assigned to you to enter progress and that meet other parameters on the search dialog box. The result set includes:
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 have not yet been submitted or have been rejected and can still be submitted.
All — Select this option to display all control accounts 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.

Approve Progress Options

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.

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 from the grid and 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.

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 clicking Select closes the search dialog box and populates 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.

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.

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