Save a Search

You can save personal and global searches in PM Compass and re-use them to filter the information that you want to view on other dashboards that you own or have access to. This procedure allows you to save a set of search criteria for future use.

When you edit the criteria from a saved search, PM Compass removes the saved search therefore you need to re-save the search if you make any changes. For steps, see Edit a Saved Search. For example, you create a saved search with no project. You open the search dialog box and select that saved search. You select a project. PM Compass removes the saved search because when you added the project, it was no longer a saved search.

For more information, see Search Overview.

To save a search, complete the following steps:

1. Beside a Search field, click . A search dialog box displays.

2. Minimize search by establishing criteria. You can do this by selecting a search type and specifying the needed information.

3. Click Organize. The Organize Options dialog box displays.

4. From the Folder Name drop-down list, either select a folder or create a new folder.

   • If you want to save a search only for your own use, select Personal Searches.

   • If you want to save a search available for all users, select Global Searches.

5. In the Save Name field, enter a name for your search.

6. Click Save.

What do you want to do?

Create a folder of a saved search

Rename a folder of a saved search

Use a saved search

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