Searching for Projects

EnterpriseTrack allows you to specify multiple selection criteria for projects that are displayed on the Projects page. This allows you to find other projects that are relevant to your own project so that you can benefit from them. It also allows you to locate the team members in other similar projects. You can then use the contact list to contact the appropriate people.

In installations with multiple initiatives on the same system, you may be able to search for projects by initiative. This will depend on whether initiative sand-boxing has been enabled in your system and whether you are associated with more than one initiative.

You can also use the Quick Search to enter a keyword and view a list of all projects that match that keyword. Keywords can be matched to several fields like Project name, Functional area, Notes, Tasks, Documents etc. These fields are defined in the Adjust Search for Projects page.

EnterpriseTrack also allows you to save specific search criteria to a personalized list if searches. To view a list of projects based on a saved search, select from the Saved Search pull down menu. Pre-defined searches are created when your system is configured.

For detailed instructions see topic Advanced Search and Saved Searches.

See Also

Projects

Working with Projects

Creating a Quick Project

Using Project Quick Search

Text Search within Projects

Using the Project Module Menu

Selecting the Activity Display Mode

Using the Project Listing Page

Using Control Buttons

Using the Group by Functionality

Using the Pivot Functionality

Working with Organizations

Copying a Project

Putting a Project on Hold

Re-opening Projects

Exporting a Project

Deleting a Project

Working with Project Basics

Working with Project Dates

Working with Project Roadmaps and Tasks

Working with Generic (Non-WBS) Activities

Working with Project Documents

Working with Project Financial Data

Importing and Exporting Project Information

Associating Programs

Working with Project Issues

Working with Project Risks

Working with Project Metrics

Working with Project Statements and Notes

Working with Project Reports

Working with Status Reports

Working with Project Resources

Working with Project Settings



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Last Published Tuesday, June 9, 2020