Searching for Annotations

  To search for annotations:

  1. From Planning and Budgeting Cloud Workspace, expand the annotation panel located at the bottom of the screen.

  2. In Search, select a search method:

    • All—Search based on text located in Title, Author, Category, Description, or Context. Case-insensitive text, trailing asterisks, and wildcard strings are acceptable.

    • Title—Search based on text located in Title. Case-insensitive text, trailing asterisks and wildcard strings are acceptable.

    • Author—Search based on text located in Author.

    • Category—Search on a category. Click the drop-down list to select a category.

    • Description—Search based on text located in Description. Case-insensitive text, trailing asterisks and wildcard strings are acceptable.

    • Context—Search on context. The Search lookup displays the Context Lookup dialog box where you can define your search based on a data source, element name, and, optionally, an element value.

    • Advanced Search—The Search lookup displays the Advanced Search dialog box where you can define your search based on a combination of Title, Author, Description, Posted Date Range, Category or Context. See Advanced Search.

  3. To view annotation content, click the annotation.