To display the Search List dialog box:
On the Navigation menu, click Projects » Projects.
Select a project and click Form View on the menu bar.
On the Schedule Integration tab, click the Search icon
on any of the Cost System
Fields.
Use this dialog box to select a field in the schedule that the system uses to link the project’s cost to its schedule. If a field that you expect to see is not listed, confirm that you added it as a source field in User Defined Data and that it has been unrotated. For more information, see Source Fields Tab when Area = Schedule.
The display type is set to Standard and is read only.
The options in this list depend on the product with which you are integrating. The fields in User Defined Data are on the Source Fields tab when Area = Schedule).
Label — Filter the search results by the field label used for the mapped fields.
Field Name — Filter the search results by the fields selected in the MSP Field Name column in User Defined Data.
P6 Field Name — Filter the search results by the fields selected in the Primavera P6 Field Name column in User Defined Data.
PMC Field Name — Filter the search results by the fields in the Open Plan Field Name in User Defined Data. These are the scheduled project fields internally mapped to the integrated fields.
If a field that you expect to see is not in the search list, confirm that you added it as a source field in User Defined Data and that it has been unrotated. For more information, see Source Fields Tab when Area = Schedule.
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. 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 click Search. The columns that display depend on the product with which you are integrating.
Label — This column lists the field label set in User Defined Data that is used by the mapped field.
Field Name / P6 Field Name — This column lists the names of the fields as shown in User Defined Data.
PMC Field Name — This column lists the scheduled project fields internally mapped to the integrated fields.
This field displays the total number of records that are available in the result set of the search.
Select a record from the grid and then click this button to display the details. 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 then clicking Select close the search dialog box and display the selected record in the field.
For filter searches that present records for a screen (for example, a workflow search), selecting a record and then clicking Select close the search dialog box and populate 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 exit the dialog box.
Click this button to display the corresponding help topic of the search dialog box.