The Search functionality of Deltek PM Compass helps you filter records using search criteria. The advanced search has complex capabilities, allowing you to select options or values of practically every column in the database.
After selecting these options, you can save them using the Organize Options dialog box, which displays when you click the Organize button. You can find the button in certain search dialog boxes and options dialog boxes (for example, Report Options dialog box). In addition, you can save options in reports and then share them across multiple reports using the same dialog box.
Every setting that you save in Personal Searches or Personal Options is only visible to you. You can create folders below the personal folder to organize your saved settings. The Delete button is enabled when you select a personal search or option, allowing you to delete your own saved settings.
If your primary role indicates that you can access Global Searches or Global Options, you can do so. Other users can view all searches and options saved in this folder. Moreover, any users with access to create a global search or option can create sub-folders in the global folder.
If your primary role indicates that you can delete global searches and/or options, the Delete button is enabled.
All users have full access to their personal folders. They can create sub-folders, name files according to their preferences, and delete any personal search or option.
Personal file names have to be unique only for the logged in user such that two users can have the same name for a personal saved search.
Select a record from a Search dialog box
Create a folder of a saved search