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

Display the Edit Search Dialog Box

Display this dialog whenever the Edit Search or Search options display.

To display the Edit Search dialog box:

  1. Open a search:
    • From the Saved Search control () at the top of the active hub or application form, click and then click Edit Search next to the search that you want to view. From the Edit Search dialog box, you also can click to display the Select Search list and then view a different search. You can only edit personal, shared, and SQL Where Clause searches. Standard searches (such as Active, All, My Active, or others) are non-editable.

      For an ad hoc Selection search, click Edit Search next to Selection, then either update the Selection with a new set of records or use either standard or advanced search features to choose new fields, conditions, and records, and then save it as a new search.

    • From a lookup list, click Search. The New Search dialog box displays and includes a list of the records related to the lookup. Click the More Search Options link to open the New Search dialog box with the Search Criteria grid.
    • From the Reporting application, click the Reports tab, and select a specific report in the Reports grid to open the report form. Click on the Saved Searches list and select an existing search from the list, or click the Search option to open the New Search dialog box.
    • From the Reporting application, click the Favorites tab and select a favorite report in the list to run it. If you want to use different or additional grouping and sorting, formatting, and layout options for the favorite report, click the Show favorite options icon to display the report form and make your selections. When you finish updating, click Save on the Actions bar to open the Update Favorite dialog box and then click Save to update the report. You can rename the report in the Name field and change or include any additional roles to access the report in the Save For field.

    For a legacy or SQL Where Clause search, you must open the existing search and save it as a new search. This makes it possible to apply new criteria and advanced settings to the search.

    You can also edit an ad hoc search that appears as Selection in the Saved Searches list. For more information, see Work with Search Navigation Controls, Select Records for an Ad Hoc Search, and Edit an Ad Hoc Search Selection.