Project Search Dialog Box

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:

PM Compass remembers the last search result so that when you open the Search dialog box again, the previous set of results displays in the grid. 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.

For more information on search types and options, see Search Overview.

Display Type

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.

Searches

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.  

Organize

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.

Search By

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.

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.

Search Text

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.

Search Button

After specifying the search/filter criteria, click this button to populate the Search Results box.

Search Results

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:

Show Master Projects

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.

Total Rows

This field displays the total number of records that are available in the result set of the search.

Show Result List

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

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.

This button is disabled until you click a record in the grid.  

Select All

Click this button to select and display all available records in numerical-alphabetical order.

The Select All button is not available for Search dialog boxes where you can only select one record at a time.

Close

Click this button to close the dialog box.

Help

Click this button to display the Search dialog box help topic.

What do you want to do?

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