Searching for a Project

Any user can search for projects to view information about the projects or to add the projects to existing dashboard collections or business goals. The search results shows only the projects that you have access to, which includes:

  • any project you are a member of, including those you are a member of because you belong to a group or role that is assigned to the project
  • all projects in your company that are set to company visibility

Vault assignments might prevent you from accessing a project that falls into one of the above categories. If the project's vault is not in your company's list of primary and secondary vaults, you will not have access to the project.

  1. From the global toolbar, click > Program > Projects.

    Or

    From a page Actions menu or toolbar, select Add Project.

  2. Enter search criteria as needed to narrow the search:

    You can click Reset at any time to clear all criteria fields.

    Type. The type defaults to the item type you are working on.

    Name. Enter all or part of the name. Use the * wildcard to represent any number of characters. The search is case-sensitive so make sure you use the correct case. If you don't want to search by name, leave the * wildcard in the box.

    Revision. Type the revision level of the item. Or click Latest to get the last revision.

    Owner. Click to select the owner. See Running a Search.

    Policy. Click and then click * to select all policies or click a specific policy from the list. When finished making your selection, click .

    State. Click and then click * to select all states or click a specific state from the list. When finished making your selection, click .

    Originator. Click to select the originator of the item. See Running a Search.

    Vault. Click to limit the search to specific vaults. See Selecting a Vault.

    Originated. To filter by the item's originated date, click . First select an argument from the left box (On, On or After, On or Before, Between) and then click the icon to select the date(s). When finished making your selections, click .

    Title. Enter all or part of the title. You may use * as a wildcard.

    Modified. To filter by the item's modified date, click . First select an argument from the left box (On, On or After, On or Before, Between) and then click the icon to select the date(s). When finished making your selections, click .

  3. In the Limit to field, you can enter the number of search results to display. The default is 100. For example, if you limit the results to 50, the system will get only the first 50 items from the database that match your criteria.

  4. Click Search.

    The bottom of the page displays the results that meet your criteria.

    Name. The name of the project. To view a project's properties, click the name.

    Description. The description of the project.

    State. The current lifecycle state of the project.

    Owner. The owner of the project.

    Originated. The date on which the project was created.

  5. To save the search criteria, including the Type and Attribute selections:

    1. Click > Save As.
    2. Enter a name for the search.
    3. Click Done.

  6. To re-execute a saved search, click and click the name of the search.

  7. To add selected items to a collection, click Collections, and then click:


    • Add to Clipboard Collection adds the items to your clipboard collection.
    • New / Add to Collections opens the Select Collection form. See Working with Collections.