Activity Search Dialog Box (Advanced)

The Advanced search of the Activity Search dialog box allows you to select comparative operators to further narrow down the number of displayed records. You can save the Advanced search criteria for future use.

Two grids display when you select Advanced.

The top grid contains the advanced search criteria and the bottom grid contains the search results.
The bottom grid only displays when the Show Result List option is selected. Otherwise, the search dialog box only displays an empty box below the search criteria grid.

Display Type

This field displays Advanced. You can also select Standard from the drop-down list.

Search

After changing the information on the dialog box, you must click this button to populate the list box of results. The records that Deltek PM Compass displays in a grid depend on the search filters that you define. The columns in the grid vary, depending on the display type that you select.

Searches

This field is optional. It allows you to enter the name of saved search, or it displays your selection after clicking and then selecting a saved search.

Organize

Click to display the Organize Options dialog box, which allows you to save your search and give it a name.

Project

This field displays the project associated with the activity. It limits the search to those records that are directly tied to the given project.

This field displays and is editable if you access the search dialog box from the Schedule Analysis View and from the Configure dialog box of Schedule Analysis. It displays and is read-only on the form.

Search Criteria

This grid contains the following toolbar and columns:

Grid Toolbar

Field	Description
Insert	Click to add a filter or criteria line to the grid. The added line displays below the current line, where the control prompt (triangle symbol) displays. Inserting the line rearranges the order of the advanced search. If the grid is empty, only the Insert button is enabled on the grid toolbar.
Copy	Select a criteria line and then click to add a new line to the grid. The new line contains exactly the same data as and displays below the original line.
Move Up	Select a criteria line and then click to move the line up in the grid. If the selected line is already at the top of the grid, clicking this button does not change anything.
Move Down	Select a criteria line and then click to move the line down in the grid. If the selected line is already at the bottom of the grid, clicking this button does not change anything.
Delete	Select a criteria line and then click to remove the line from the grid.

Grid Columns

Field	Description
Parenthesis ()	Parenthesis control the order in which the advanced criteria lines are executed. The opening parenthesis displays at the beginning of each advanced grid criteria line and the closing parenthesis before the Condition (Cond) column at the far right column of the advanced grid criteria line. For Projects, both columns for the opening and closing parenthesis are empty.
Search Table	This column displays search results from the Workflow table. By default, this column displays Activity ID.
Search Field	This column displays the Search by value of the Standard display type. Select a field from the drop-down list, which contains all available fields in the Project table. When creating an advanced search, this column contains a list of fields available to build a filter. The list of fields include special calculated fields but not include UIDs or internal values. If you select a date field, you could pick a date by clicking the calendar icon at the right of a particular cell in the Search List column. If you select a role field, you could use a lookup to search for it based on the Search text for existing names in that role. If you select a currency field, you could enter an amount in the corresponding cell of the Search List column. If you enter non-amount value, you could use a lookup as well as enter search text to find records to select from the Search list. If there is a user field in the Search Field drop-down list, two related fields display. The first listing contains the field name (like Control account manager); the second listing contains the field name with "name" as part of the listing (like Control account manager name.) If Search Field contains the first value (without "name") the search occurs in the User ID field. If Search Field contains the second value (with "name"), the search occurs in the first name/last name field. This field has the Quick Find functionality. After you enter a character, the Quick Find feature performs a type-ahead search, and locates the record that best matches the characters that you have entered. You can specify either a single character, such as the letter "a", or a string of characters, such as "ab".
Operator	This column displays In List by default. You can also select an operator to use in creating an advanced search. The options in the drop-down list vary by search type. For more information, see Advanced Search Operators.
Search List	This column is empty by default. You can also select a value that you want to compare to the value specified in the Search Field column. Alternatively, you can enter a value manually. The displayed values depends on the value that you select in the Search Field column.
Cond	This column displays And by default. You can also select OR.

PM Compass remembers the last search filters that you use such that when you display this search dialog box again with display type set to Advanced, the default values are replaced by the previous search criteria.

Display Search Text

Select to display the coded search (text string) currently in the Search Criteria grid. It displays the coded search on a box below the grid.

If you do not select this check box, the box below the Search Criteria grid is initially empty. Clicking Search displays the search results in a grid, replacing the empty box.

The columns in the search results grid vary, depending on the search type that you select. For examples, searching for users displays the First Name, User Name, and User ID columns, and searching for projects displays the Project and Description columns.

Search Results (x - x)

This field only displays when the view exceeds the maximum number of records set in the Progress and Analysis Record Limit field on the General tab of System Settings. Use it to page through the rest of the records. If you page to view more records and click Select All, the view displays those selected records. For example, if you are viewing records 1 -10 and you page to view 11-20 and click Select All, the view displays records 11-20.

Search Results

This grid displays the search results after you define your filter criteria and then click Search. The column headings of this grid vary depending on the selected field from the Search By drop-down list of the Standard display type.

Show

This field displays for Enter/Approve schedule and cost progress.

If there are no pending progress entries listed when you run the search, refer your Administrator to Schedule the Creation of Progress Entries.

Enter Progress Options

My Pending Progress: Select this option to display the progress entries assigned to you. This includes:
Progress entries created by the scheduled process.
Progress entries you created when you selected them from this search dialog box and edited the progress.
Progress entries you have edited but not yet submitted.
Progress entries that have been rejected and still need to be resubmitted.
All Pending Progress: Select this option to display all progress entries to which you have access and that need progress entered.
All: Select this option to display all activities in the schedule or all work packages in the project that you have access to edit. When you select this option, the Include Completed field is enabled. For more information about access rights within the Enter Progress views, see Assignment Mapping Grid Overview.

Approve Progress Options

My Approvals: Select this option to display progress entries that are specifically assigned to you for approval.
All Approvals: Select this option to display all progress entries to which you have edit rights and that need approval.

Include Completed

Select this check box to include completed activities in the results. This option is only available when you select All in the Show field.

Total Rows

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

Show Result List

Select 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.

Select

Select an record from the grid and then click this button to display the corresponding data. 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.

This button is disabled until you click a record in the grid. In addition, this button is not available if you access the search dialog box from the Dashpart Configuration dialog box of Schedule Analysis.

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 clicking Select to 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.

Select All

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

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

Close

Click to exit the dialog box.

Help

Click to display the help topic.

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