Activity Search Dialog Box

Use this dialog box to generate a list of all activity records associated with a project in PM Compass.

Display Type

By default, this field displays Standard. You can also select Advanced from the drop-down list.

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. You can use it 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, save your search, and give it a name.

Project

This field displays the project associated with the activity. It limits the search to those records that are directly tied to the given project.

This field displays and is editable if you access the search dialog box from the Schedule Analysis form and from the Configure dialog box of Schedule Analysis. It displays and is read-only on a workflow form.

Search By

On the drop-down list, select one of the following options:

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

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 the right of the text box to use a pick list.

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.

Show

This field displays for Enter/Approve schedule and cost progress.

If there are no pending progress entries listed when you run the search, refer your Administrator to Schedule the Creation of Progress Entries.

Enter Progress Options

Approve Progress Options

Include Completed

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

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 checkbox 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 checkbox is selected.

Select

Select a record from the grid and then 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. In addition, this button is not available if you access the search dialog box from the Dashpart Configuration dialog box of Schedule Analysis. 

PM Compass remembers the last search results that you get such that when you open the same 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 on 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 page relating to this dialog box.

What do you want to do?

Perform a quick search

Perform a standard search


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