and select a saved search. Use this dialog box to find workflows from all categories and types. Different workflow types use different search dialog boxes depending on where you access the search and not all fields are available for all workflows.
You can specify either specific records or criteria when you define the filter that the system uses when creating the report.
Specific Records: When you select a result from the Search Results grid, you are specifying that you only want to report on that record or value.
Criteria: Instead of selecting specific records, you build the criteria to gather the data from the database.
Use this field to select one of the following views:
Standard
Advanced: Use this view to select comparative operators to further narrow down the number of displayed records.
After entering search criteria, click this button to display the results. The columns in the Results grid vary depending on the display type that you select.
Use this field to enter the name of saved search, or click
and select a saved search.
Click this button to display the Organize Options dialog box, which allows you to save your search.
Select a project that contains the record that you want to search. This field displays a project name that you previously used as a search filter. It allows you to refine your search by limiting the search to those records that are directly tied to the given project.
When you access this dialog box from the Model Changes view, you can only search projects that are linked to the active schedule.
Use the drop-down list to select an option by which to search.
After selecting the field, click the Search button to populate the list box with results.
Use this text box to enter a value stored in the selected Search
By field, or click 
to
select text from a pick list. After entering the search text, click the
Search button to populate the
Search Results grid.
This grid displays the search results after you define your filter criteria and click Search. The columns and data that displays depends on the field that you select in the Search By drop-down list. The Results grid displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.
When you access this dialog box from the Model Changes view, the results are limited to workflows where the active schedule = the associated schedule.
Enter the name of a saved search or select one of the following static searches:
My Assignments: Select this option to display workflows where you are assigned in the current workflow step. The results do not include workflows that have not yet started, nor do they include assignments with Edit Only Access selected. For more information, see Next Step Assignee Can Edit Current Step.
My Workflows: Select this option to display all workflows for which you are one of the following:
Originator
Listed in a user field
Control Account Manager
Included in a mapped user field on the control account
All Workflows: Select this option to display all workflows.
The saved searches are also available in the Searches
drop-down list (or when you click beside
the Searches field) aside from
the Global Searches and Personal Searches folders.
Select this option if you want the result set to display parent and children in a hierarchical manner. When selected, the parent and all children display in the result set if the parent or any child meets the filter criteria. In the List View, a parent with a plus (+) sign beside it indicates that there are children below the parent. When you click the plus sign, the parent and all of the children display.
When this option is not selected, children are not included in the search. This improves performance when displaying and searching for workflows in categories such as Change Management where each parent has many children. There is no + sign next to the parents in the List View. When you select the Form View, + sign in the title indicates that there are children and you can click on the Child Workflows tab to display the children.
By default, this option is not selected. This option is not available when you access this dialog box from the Model Changes view.
When you select this option, the search results include both the parent and children workflows. This allows you to, for example, search for workflows where you are the CAM because that information is stored with the child workflows.
By default, CAM is not a source field on the Control Account Change child workflow. You must add the source field to the workflow to be able to search on it.
For example, you have a risk called Insufficient Resources and your risk mitigation plan includes using contractors. If you want to view a list of all contractors, you can select this option and search across all risks and children for the word contractor.
When you deselect Include Child Workflows and you perform a search for CAM is Me or a similar search, if PM Compass matches the search criteria to a child workflow, the system returns the parent workflow in the search result. If you need to see the child workflows, you can select Include Child Workflows and re-run the search, or you can use the Child Workflows tab in the Workflow Form View to view the children.
Select this option if you want to include those workflows that were closed previously or are suspended currently. Selecting this option also includes all workflows that are past due and in any stage.
This option is not available when you access this dialog box from the Model Changes view.
Select this option if you only want to include those workflows where the corresponding requested action has not yet occurred and due date has passed.
This field displays the total number of records returned by the search.
Select this check box to display the 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 check box is selected.
Select a workflow in the results grid and click this button to display the corresponding record. You can select multiple records by pressing either the CTRL key or the SHIFT key and clicking the selected entries.
For field searches, selecting a record and then 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, this button label changes to Apply.
Click this button to select and display all available records in numerical-alphabetical order.
Click this button to close the dialog box.
Click this button to display the Search dialog box help topic. Clicking this button displays the help topic for the Standard display type by default.