Using the Quick Filter

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EnterpriseTrack allows you to filter your resource list in multiple ways. You can search for a specific name, view all last names beginning with a particular letter or filter by other criteria using the sophisticated filtering engine.

Searching for a Resource

To search for a specific name, enter the appropriate letter in the Last Name Starts with field and click the icon. You will see a list of resources matching the search criteria you entered.

Modifying Advanced Search

To modify the advanced search setting:

1. Click the Advanced Search link.
2. On the Advanced Search page, enter the appropriate values, check the appropriate boxes or choose from the pull-down menus.
3. You can view the current search criteria by clicking the Show Current Search Criteria field.
4. Enter your selection criteria in the relevant fields. In most systems, you will be able to filter by Initiative, title, location or work address and organizational unit.
5. Click the Search button to apply the search and return to the list of projects.

   Note: When you choose to include the documents field in the keyword definition, the system will search through the text of the uploaded project documents.

Managing Saved Search Criteria

To save a new search:

1. From the Manage pull-down menu select Create.
2. Enter a new name in the Filter name field and enter a description. You can also choose to make this the default search.
3. Specify the appropriate values, check the appropriate boxes or choose from the pull-down menus.
4. Click the Save Search button.

To edit an existing search:

1. From the Saved Search: View menu select the search you want to edit.
2. From the Manage pull-down menu select Edit.
3. Select the search you want to modify from the Load a Saved Search pull-down menu.
4. Make the required changes in the various fields used to specify the search criteria.
5. Click the Save Search button.

To delete an existing search:

1. From the Saved Search: View menu select the search you want to delete.
2. From the Manage pull-down menu select Edit.
3. Click the Delete Search button.

   Note: Only user-defined searches can be deleted.

To reset filters to default values:

From the Advanced search page, click the Reset Filter button.