Use the Project Search dialog box to search for a project by specifying project details in your search criteria. When you access this dialog box from the BCR Analysis report, you can use it to select the projects that display on the report.
This dialog box displays in two ways:
The search dialog box displays as a stand-alone search called Projects, which you can access by clicking beside the Search field on the Projects form. This allows you to generate a list of all project records available in Deltek PM Compass.
The search dialog box displays as a search within another search. In this case, it is called Project Filter. For example, accessing the All Workflows search displays the Workflow Search dialog box with the Project field. This allows you to refine your search by limiting the search to those records that are directly tied to a given project.
For more information on search types and options, see Search Overview.
By default, this field displays Standard. In some cases, you can select Advanced from the drop-down list.
Modifying the display type changes the dialog box interface.
This is an optional field and is not available on all Search dialog boxes. You can use it to enter the name of saved search, or it displays your selection after you click the Search folder and select a saved search.
Click this button to display the Organize Options dialog box to save your search and give it a name. This option is not available on all Search dialog boxes.
Select the field by which you want to search. For example, if you select Description, PM Compass displays the results based on the project description. The available options change depending on the location from which you access the Search dialog box.
Description: Select this option to search by project description.
Project: Select this option to search by project name.
Project Code <x>: Select this option search by project code. The value of <x> is the number of the project code or codes that has been set up for that particular project.
Master Project: Select this option to search by master project.
After selecting the field, click the Search button to populate the Search Results box.
If you encounter an error message related to a change request, see Change Management Warnings.
Use this text box to enter a value stored in the selected Search By field. PM Compass will limit the search results to those records that contain this value.
After specifying the search/filter criteria, click this button to populate the Search Results box.
This grid displays the search results after you define your search/filter criteria and click Search. The columns in the grid and the records that display will vary based on the search filters as well as the location from which you accessed the Search dialog box.
The search dialog box displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.
When you use the Search dialog box from:
My Schedule Analysis: PM Compass only displays projects that are linked to a schedule.
Enter Schedule Progress: PM Compass only displays projects that have schedule as the source system to update.
Enter Cost Progress: PM Compass only displays projects that have cost as the source system to update.
Schedule Import: You cannot select a project that is linked to Open Plan, Microsoft Project, or Primavera P6.
BCR Analysis or Project Visibility: The results include a Master Project column that tells you whether or not the project is a master project.
Select this option to limit the search results to master projects. When it is deselected, the search results only include regular projects.
This option is not available for all views; however, it is available for reports that support master projects.
If the current view doesn't support master projects and the last project selected in this Search dialog box was a master project, the Search Results grid will be blank. Similarly, if the current view doesn't support master projects and you use a saved search that uses a master project, the Search Results grid will be blank.
This field displays the total number of records that are available in the result set of the search.
Select this check box 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 check box is selected. This option is not available in all views.
Select a record in the 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 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 selected record values.
For Dashparts (but not the global filter for Dashboards) and Reports, this button label is 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.