Performing an Advisor Project Data Search

Perform the Advisor data searches on the selected project using either the:

• Project Search tab

• Query button

Project Search queries all the data in the project. Project Search automatically performs a floating search. A floating search is a search that assumes wild cards around the search text. For example, in a search for ”ar,” all text containing ”ar” is returned.

Query searches the data shown in the Project list.

To perform an Advisor project Data search using the Project Search tab

1. Navigate to Administration - Project, then Advisor Projects.

2. Select a project.

3. Click the Project Search tab.

4. Enter the text you want to find.

5. Specify what to search: Cell Data, Column Names, or Table Names.

   Select all three to search all three options.

6. From the Project Search form Menu, choose Search.

   All matches for your search appear in the Search Results list.

7. Click a search result to open the view, pageset, and table that contains the search result.

To perform an Advisor project data search using the Query button

1. Navigate to Administration - Project, then Advisor Projects.

2. Select a project.

3. On the tab in which you want to search for data, select Query.

   A Query screen appears that lists all the fields for that tab.

4. Enter data in the field you want to search by.

5. Click Go.

   The results for your search are displayed in the Query Results list.