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

Edit an Existing Search

You can edit an existing personal or shared search, or a legacy search. Standard searches are not editable.

To edit an existing search:

  1. Complete one of the following actions to 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.

    If the search is a legacy search, you must open the legacy criteria and save it as a new search. This allows you to apply new criteria and advanced settings to the search.

    You can also edit an ad hoc search that appears as Selection in both the Saved Searches control ( and Saved Searches list. See Edit an Ad Hoc Search Selection.

  2. Enter and save the search criteria.
    For more information, see the following topics: Build a Basic Search, Build an Advanced Search, and Select Multiple Values in Multiselect Drop-down Lists.