Project

Select the Only favorites field to display only favorite records in the search result. For more information, refer to the Search Filters View favorite records section.

Project: Select the project you wish to search. Check the Display subproject option so that if the project has subprojects in its structure, they are also considered in the search result.

ID #: Enter the ID # of the project you wish to search.

Name: Enter the name of the project you wish to search.

Type: Select the type that classifies the project you wish to search. This field is enabled only if the grouping of the Type filter is not "Project types".

Template: Select the template from which the project you wish to search has been created from.

Department: Select the department to which the user responsible for the project that you wish to search belongs. This field is enabled only if the grouping of the Type filter hierarchy is not "Project department".

Responsible: Select the user responsible for the project you wish to search. Use the other buttons next to the field to fill it with the logged-in user data and clear it.

Team: Select the team responsible for the project you wish to search. Use the other buttons next to the field to view the data of the selected team and clear the field.

Status: Expand the list and check the options that corresponds to the possible status of the project you wish to search. Use the buttons on the side of the field to check all available options and clear the markups made.

Revision status: Expand the list and check the options that correspond to the possible status of the revision of the project you wish to search.

Execution status: Select the option corresponding to the status in which the execution of the project you wish to search is located. This field will only be enabled if, in the Status field, the "Execution" option is selected.

Priority: Select the priority of the project you wish to search.

Calendar: Select the calendar used by the project that you wish to search.

Billing: Expand the list and check the options that correspond to the billing of the project you wish to search. Use the buttons on the side of the field to check all available options and clear the markups made.

Item: Select the item that was associated with the project that you wish to search.

Use the fields in this filter to locate the project through the portfolio to which it belongs. To do that, select the desired portfolio. It is also possible to enter its ID #, name and/or select the type that classifies it.

Program: Select the program to which the project you wish to search belongs.

ID #: Enter the ID # of the program to which the project you wish to search belongs.

Name: Enter the name of the program which the project you wish to search belongs.

Status: Expand the list and check the options corresponding to the possible status in which the program to which the project you wish to search belongs to. Use the buttons on the side of the field to check all available options and clear the markups made.

Revision status: Expand the list and check the options corresponding to the possible status in which the revision of the program to which the project you wish to search belongs to.

Responsible: Select the user responsible for the program which the project you wish to search belongs to. Use the other buttons next to the field to fill it with the logged-in user data and clear it.

Department: Select the department to which the user responsible for the program that you wish to search belongs to. This field is enabled only if the grouping of the Type filter hierarchy is not "Project department".

Team: Select the team responsible for the program which the project you wish to search belongs to. Use the other buttons next to the field to view the data of the selected team and clear the field.

Priority: Select the priority of the program which the project you wish to search belongs to. Use the other buttons on the side of the field to view the priority data and clear the field.

ID #: Select the ID # of the request that was met by the project you wish to search.

Name: Enter the name of the request that was met by the training you wish to search.

Type: Select the type that classifies the request that was met by the project you wish to search. This field is enabled only if the grouping of the Type filter hierarchy is not "Request types".

Issue: Select the issuing Department or the Owner of the request that was met by the project you wish to search. Use the buttons next to the fields to fill them with the logged-in user data and clear them.

Approved: In the Department field, select the department responsible for satisfying the request. Use the Responsible field to select the user defined as responsible for executing the request related to the project you wish to view. In the Request field, select the satisfaction level entered by the user who finished the request.

Period: In the Start date and End date fields, select the date range that covers the date on which the request that was executed by the project you wish to search was issued.

Click on the Add period button and select an item of the project duration (planned start date, planned end date, etc.) that you wish to search, the operator and other item of the project duration. To use more than one period in this search, use the Add period option at the bottom of the panel and repeat the procedure described before. Use the Add period with specific date button to use a specific item of the project duration in the search. After adding the desired periods, click on the Apply button.

Meeting: Select the meeting (SE Meeting) that is related to the project you wish to search.

ID #: Enter the meeting ID # related to the project you wish to search.

Name: Enter the name of the meeting related to the project you wish to search.

Status: Expand the list and check the options corresponding to the possible status of the meeting related to the project that you wish to view. Use the buttons on the side of the field to check all available statuses and clear the markups made.

Place: Enter the location of the meeting related to the project you wish to search.

Participant: Select a meeting participant related to the project you wish to search. Use the other buttons next to the field to fill it with the logged-in user data and clear it.

Note taker: Enter the note taker of the meeting related to the project you wish to search.

Scheduled period: Select in the Start and End fields the date range that covers the scheduled dates of the meeting related to the project you wish to search.

Execution period: Select in the Start and End fields the date range that covers the actual dates of the meeting related to the project you wish to search.

Comments: Enter the comments recorded in the meeting data related to the project you wish to search.

Subject: Enter the subject of the meeting related to the project you wish to search.

Decision: Enter the decision recorded in the minutes of the meeting related to the project you wish to search.

Search in: Check the options you wish to find the project through its costs and/or revenues. At this point, the other fields will be enabled:

Finance title: Enter the title of the cost or revenue of the project you wish to search.

Doc #: Enter the number of the document that refers to the cost or revenue of the project you wish to search.

Planned period: Select in the Start and End fields the date range that covers the planned date of the cost/revenue related to the project you wish to search.

Rescheduled period: Select in the Start and End fields the date range that covers the rescheduled date of the cost/revenue related to the project you wish to search.

Execution period: Select in the Start and End fields the date range that covers the actual dates of the cost/revenue related to the project you wish to search.

Planned value: Select an operator and then enter the planned value for the cost/revenue reference of the project you wish to search.

Replanned value: Select an operator and then enter the replanned value for the cost/revenue reference of the project you wish to search.

Actual value: Select an operator and then enter the actual value for the cost/revenue reference of the project you wish to search.

Supply: Select the supply associated with the cost of a task belonging to the project you wish to search. This field is enabled only if the "Cost" field is checked in the Search in field.

Use the fields in this filter to find the project you wish to search from its output. To do that, select the occurrence create from the project result and/or enter the lessons learned, objectives achieved and/or benefits achieved from the desired project.

Use the fields in this filter to locate the project you wish to search by your customer. To do that, enter the ID #, name and/or customer code of the desired project.

Use the fields in this filter to locate the desired project by the risk analysis associated with it. To do that, enter the ID # and/or name of the risk analysis, and/or select the risk used in the analysis. Check the Display only projects with associated risk plan option so that only projects that have associated risk plan are displayed in the search result.

Click on the Add attribute button and select the attribute associated with the project type that you wish to search, the operator and a value for it. To use more than one attribute in this search, just click OK and repeat the procedure described above. After adding the desired attributes, click on the Apply button.

Click on the Add attribute in the result button and select the attribute associated with the project type you wish to search, which will be displayed as a column in the list of records of the search. To add more than one attribute in this search, use the Add option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.