Advanced Search and Saved Searches

The Advanced Search… link allows you to perform more refined searches. You can use it to search the database on various categories including attached documents and notes. You can also save these searches along with your column selection, column arrangement, Group by, and Pivot options.

Modifying Advanced Search

To modify the advanced search setting,

1. Click the Advanced Search link. The Advanced Search page is displayed.
2. Enter your search criteria. Use the Expand button next to the sub-sections to view all the fields that are available to you.
3. You can view the current search criteria by clicking the Show Current Search Criteria field.
4. Click Search.

   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 name for this filter.
3. Select if you want to set this as your default search.
4. Select if you want this search to show up in the mobile Instantis EnterpriseTrack app.
5. Select if you want to share this search with other users. This option is available only if you have permissions to share a saved search.
6. Specify your search criteria.
7. Click Save Search.

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. From the Load a Saved Search pull-down menu, select the search you want to modify.
4. Select if you want this search to show up in the mobile Instantis EnterpriseTrack app.
5. Select if you want to share this search with other users. This option is available only if you have permissions to share a saved search.
6. Make the required changes in the various fields used to specify the search criteria.
7. 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.

See Also

Common Features

Working with Global Search

Using Toolbars

Sorting Data

Using Filters

Using the Calendar

Personalizing the Listing Pages

Attaching Document Files

Viewing Field History

Using Fractional Duration and Effort

Required Fields

Logging Out