Edit a Saved Search

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 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.

These steps walk you through editing and saving a previously saved search.

To edit a saved search:

1. Click the Search icon to display the Search dialog box.

2. Click the down arrow next to the Searches folder and select the search you wish to regenerate.

3. In Display Type, select Advanced.

4. Edit the search criteria as needed.

5. Click Organize , select the folder and Save Name and click Save.

What do you want to do?

Rename a folder of a saved search

Use a saved search

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