You can initiate a search by entering keywords in a text box located in the upper right of all Planning and Budgeting Cloud Service Workspace screens, and then either pressing Enter or clicking the Search button.
To use the Search Service:Enter a keyword in the Search text box.
A Suggestion feature is available that spell-checks text and suggests alternative keywords if available.
The search results are displayed on a separate page and include:
File name (clicking on this launches the document)
Description
Document type
Last modified date
File path (double-clicking on this launches the folder)
If a Planning result is selected, a Planning tab is launched and supporting detail is displayed.
Optional: Order the search results according to Score or Last modified date.
By default, search results are sorted by score. A document’s score or relevance is determined by how many times the keyword appears in the document and how many other keywords are in the document. For example, a document where the keyword appears three times but only has five words scores higher than a document where the keyword appears 10 times but with 1,000 other keywords.
Optional: Filter the search results according to document type, modified date, or publish location.