User Search Dialog Box

There are two ways to find users in Deltek PM Compass. You can search by individual users using this dialog box or by group of users using the Group Search dialog box. The search dialog box for users or group of users, however, varies depending on whether available records consist only of PM Compass users or a larger pool that also includes anyone set up in Deltek EPM Security Administrator.

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

Display Type

By default, this field displays Standard. You can also select Advanced from the drop-down list.

In addition, modifying the display type changes the interface of this dialog box.

Search

After changing the information on the dialog  box, you must click this button to populate the list box of results. The records that 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 this button to display the Organize Options dialog box, which allows you to save your search and give it a name.

Search By

On the drop-down list, select one of the following options:

After selecting the field, click the Search button to populate the list box with results from the selected Search By.

Search Text

This text box allows you to enter a value stored in the selected Search By field, or click at the end of the text box to retrieve a pick list. After entering the search text, click anywhere in the search results grid or click the Search button to populate the list box with results from the selected Search By.

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 field that you select on the Search By drop-down list.

Total Rows

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

Select

Select a record on the grid and 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.  

PM Compass remembers the last search results that you get such that when you open the same search dialog box again, the previous set of results displays 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 on search dialog boxes where you can only select one record at a time.

Close

Click this button to exit the dialog box.

Help

Click this button to display the help topic of the search dialog box. Clicking this button, however, displays the Standard display type by default.

What do you want to do?

Perform a quick search

Perform a standard search


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