Modules ? Projects ? Reports ? Search ? Projects
You can filter the projects that you want to display on this page by defining one or more search criteria, and then click Show. You can view the project cards by clicking the hyperlinked project code. Then, if you want to modify the project cards, click Edit.
Apart from projects, you can also search for divisions, job groups, or assortments linked to projects that match the defined criteria. If you click the hyperlinked job group or division code, you can view the corresponding card. However, if you click the hyperlinked assortment code, you can edit the corresponding card.
All users are able to access this page.
Note:
The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click this to exit.
Click this to display the results according to the defined criteria.
Click this to clear the defined criteria.
Click this to obtain the number of projects according to the defined criteria.
Click this to set the search criteria to the default settings.
You will see the following buttons after clicking the Show button.
Click this to define new criteria for your search.
Click this icon at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving. Take note of the following sections, fields, and columns:
Type or select an item to search for projects linked to this item. Leave this blank to search for projects linked to any item.
Type or select a cost center to search for projects linked to this cost center. Leave this blank to search for projects linked any cost centers.
Type or select a job group to search for projects linked to this job group. Leave this blank to search for projects linked to any job group.
Type or select a cost unit to search for projects linked to this cost unit. Leave this blank to search for projects linked to any cost unit.
Type or select a division to search for projects linked to this division. Leave this blank to search for projects linked to any division.
Type or select a date or date range to search for projects that are planned to start on this date or within this date range. Leave these blank to search for projects that are planned to start on any date.
Note: The date range refers to the date planned for a project at Start date (End date) under the Planning section of a project card. Typing or selecting only the start of a date range will display projects with planned start dates on or later than the entered date. Typing or selecting only the end of a date range will display projects with planned start dates on or earlier than the entered date.
Select this check box to include the full or partial text entered at Description in the search.
Select this check box to include the children of the defined projects in the result.
Note: A child project is a project that is linked to another project, which acts as the parent project. By linking the projects, you can gain access to a high-level monitoring which includes all the related projects in a single overview.
Select the Proposed, Active, Completed, and/or Blocked check boxes to search for projects with the corresponding status. Leave the check boxes blank to search for projects with any status.
Type the security level to search for projects with the entered security level. Leave this blank to search for projects with any security level.
Note: The security level will determine that only people with the corresponding or higher security level can view or access this project.
Select the Fixed, Time & Material, Internal, Production, and/or Training check boxes to search for projects with the corresponding type. Clear all the check boxes to search for any type of projects.
Type or select one of the following:
Leave this blank to display projects that are linked and not linked to documents to be used for confirmation of the details of this project.
Leave this blank to display projects that are linked and not linked to documents to be used for evaluation of this project.
Leave this blank to display projects that are linked and not linked to documents to be sent as a proposal to the customers of this project.
Type or select Job group, Division, or Assortment to group the result accordingly whereby you will see a list of job groups, divisions, or assortments linked to the defined project. Leave this blank to group the result by project.
Type or select the project manager to search for projects linked to this selected manager. Leave this blank to search for projects linked to any project manager.
Type the text to search for projects with matching description. There are three search conditions available when you click the icon. Each click will change the search condition to:
Type or select an account to search for projects linked to this account. Leave this blank to search for projects linked to any account.
Type letters or numbers to search for projects based on the project codes. There are three search conditions available when you click the icon. Each click will change the search condition to:
Type or select an assortment to search for projects linked to this assortment. Leave this blank to search for projects linked to any assortment.
Note: Assortments are categories that identify groups of items with similar properties. Assortments are used to present a strategic overview of item information in reports. The assortments available for selection depends on the assortments created at Modules ? Logistics ? Setup ? General ? Assortments.
You can save your search criteria as a template. For more information, see Creating and modifying search templates.
This section displays the project, description, manager, and requests of the projects that match your search criteria.