Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Searches List

The Searches List includes all searches that are currently available for the active module. This list consists of different components, depending on the application from which you access it.

The Searches list may include any of the search types that are described below.

Saved Searches

You can access the Saved Searches list from Search Navigation Controls feature at the top of most hub and application forms. All saved searches in this list are available for the active module and to which your security role has access. Click the to the right of the filter icon to display the Saved Searches and Record Selection panes.

For more information, see Search Quick Reference, Search Navigation Controls, and Components of a Search.

Quick Find

From the Saved Searches pane, use this search field to enter part of a search's information, such as a name or number. If the information that you enter matches only one search in the database, an edit icon appears to the right of the search. Click to open the Edit Search dialog box. If the information produces more than one result, a list of all matching searches displays.

For more information, see Use a Quick Find to Locate a Search.

Select Searches

This searches list is available on the Search dialog box and includes existing searches that are currently available for the active module and to which your security role has access.

Selection

If available, a Selection search appears in the Saved Search control () at the top of most Hub and application forms and also in the Saved Searches list. The word Selection denotes what is sometimes referred to as an ad hoc search. Only one ad hoc Selection is available at any given time in the Saved Searches list and will remain unchanged until you either update it or create a new ad hoc selection search.

For more information, see Select Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection in Saved Search.

Standard Searches

Standard searches are predefined searches that are specific to the active module. You cannot modify them. Standard searches are usually listed at the top of the Saved Searches list. For example, in the Contacts hub, the standard searches are Active, All, and Mine.

For more information, see: Standard Searches .

My Searches (personal searches)

Personal searches are standard or advanced searches that you create to match your specific business requirements. Any search that you save for your role is listed under this heading. You can also use the Organize Searches feature to create custom folders in which to save and organize your personal searches.

For more information, see: Personal and Shared Searches, Build a Basic Search, Build an Advanced Search, and Organize Searches.

Shared Searches

Shared searches are standard or advanced searches that you create to match your business requirements and share with other roles. When you select additional roles in the Save For field on the Save Options dialog, the custom search is automatically added under this folder.

For more information, see: Personal and Shared Searches, Build a Basic Search, Build an Advanced Search, and Organize Searches.

SQL Where Clause Searches

SQL Where Clause searches are complex searches that you use to compare data and find records across multiple hubs, applications, and databases. Use the Advanced Settings feature to build these searches.

For more information, see: SQL Where Clause Searches and Run a SQL Where Clause Search.

Note: Complex searches can also include legacy searches which are imported from previous versions of the application or from legacy systems. You cannot modify a legacy search. However, you can build a new search based on a legacy search.

Records or Saved Searches

Use the Records or Saved Searches list in Reporting to select a record or a saved search, or to open Search to create a new record search.

After you select records or searches, the Records Selected list appears as a filter and as a record search selection list in the following areas of the Reporting application:

  • Favorites tab and Reports tab: The Records or Saved Searches list is displayed as a filter in the Heading row. Use this to filter long lists of reports. Enter text or click to select a record search or click the Search option.
  • On an individual report form: The Records or Saved Searches list is displayed on the title bar of the report for most reports. Enter text or click to select a record search or click the Search option.

Search

You can create a new search for hub records, report fields, and other application records. You use the New Search dialog box to refine your search criteria using either basic or advanced search features.

For more information, see: New Search Dialog Box, Personal and Shared Searches, Build a Basic Search, and Build an Advanced Search.