The Search functionality of Deltek PM Compass helps you find a record or group of records using certain search criteria. For example, you could use a search dialog box to find all of your contacts that live in a particular state, or find all your projects with similar types. Also, you could access single records, such as a workflow, using a specific ID.
You can also do the following actions with the Search functionality:
Search is available whenever you see 
at the upper-right corner of a displayed record. You can find this icon
right beside the Search
field. Clicking the icon displays a search dialog box containing a result
list that satisfies your criteria. This eliminates the need to examine
large numbers of records to find particular information. Instead, it only
gives you records that you really need at your disposal.
In some user fields, you may also find 
beside the
Search icon. This icon represents Group Search, which also functions as
the Search icon but only for groups of users.
In addition, you can click 
beside the
Search field or Searches
field in certain searches to view all static searches, pre-defined system
searches, and saved searches. PM Compass saves and organizes saved searches
on the Organize
Options dialog box.
When a Form View displays, you can navigate between records using these buttons.
These VCR buttons only navigate you through the selected records using a particular search dialog box. If the menu is not displayed, display the search dialog box and then navigate through available records.
There are three search types (or display types) to choose from when using the Search functionality in PM Compass. You can use any of these options from the Display type drop-down list to locate records. The option you select depends on the complexity of your search.
The search dialog boxes of PM Compass contain standard features. The interface of these search dialog boxes, however, varies depending on the search type that you select and the data that you want to find, such as a project or a workflow. Some of these search dialog boxes have unique features that are only applicable to certain functional areas.
Use the Report search dialog box to define the filter that the system uses when creating the report. You can specify either specific records or criteria.
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.
You can save personal and global searches in PM Compass and re-use them to filter the information that you want to view on other dashboards that you own or to which you have access.
When you edit the criteria from a saved search, PM Compass removes the saved search therefore you need to re-save the search if you make any changes. For steps, see Edit a Saved Search. For example, you create a saved search with no project. You open the Search dialog box and select that saved search. You select a project. PM Compass removes the saved search because when you added the project, it was no longer a saved search.
Create a folder of a saved search
Rename a folder of a saved search