There are two ways to find users in Deltek PM Compass. You can search by individual users using this dialog box or by group of users using the Group Search dialog box. The search dialog box for users or group of users, however, varies depending on whether available records consist only of PM Compass users or a larger pool that also includes anyone set up in Deltek EPM Security Administrator.
For more information on search types and options, see Search Overview.
By default, this field displays Standard. You can also select one of the following options from the drop-down list:
In addition, modifying the display type changes the interface of this dialog box.
After changing the information on the dialog box, you must click this button to populate the list box of results. The records that 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. It allows you 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, which allows you to save your search and give it a name.
On the drop-down list, select one of the following options:
First Name — Select this option to search by first name.
Last Name — Select this option to search by last name.
User ID — Select this option to search by User ID.
After selecting the field, click the Search button to populate the list box with results from the selected Search By.
This text box allows you to enter a value stored in the selected Search By field, or click 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.
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 on the Search By drop-down list.
This field displays the total number of records that are available in the result set of the search.
Select a record on 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.
For field searches, selecting a record and clicking Select closes the search dialog box and displays 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.
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 topic of the search dialog box. Clicking this button, however, displays the Standard display type by default.