Use a Saved Search

This procedure allows you to retrieve and use a saved search for a particular set of records (for example, list of projects).

Deltek PM Compass saves and organizes saved searches on the Organize Options dialog box.

To use a saved search:

1. Beside the Search field, click  A drop-down list of all static searches, pre-defined system searches, and saved searches displays.

2. From the list, select the saved search that you need. All results that match the saved search criteria displays.

What do you want to do?

Create a folder of a saved search

Rename a folder of a saved search

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