Selecting Items

You can select an item in the Select an Item or Portfolio pop-up window. Within this window, items and portfolios are organized in a hierarchy. Items are displayed with icons indicating an open, closed, or candidate status. For more information on status icons, refer to Working with Items.

You can resize the Select an Item or Portfolio pop-up window to view longer and shorter item names accordingly. You can also use the scroll wheel on your mouse to move up and down in the list.

Example: Selecting Items

1. Open the Workbook module.
2. In the Item field of the item workbook, on the toolbar, click the drop-down list. The Select an Item or Portfolio pop-up window appears.
3. Select an item from the pop-up window. The selected item appears in the current workbook.

   Note:

   The currently selected item or portfolio is highlighted whenever you open the Select an Item or Portfolio pop-up window to assist you in locating it within the hierarchy.

4. To search for an item, click the Search tab in the Select an Item or Portfolio pop-up window. The Search field appears. Type a search string (not case sensitive) and click Search. The results of the search appear in the workspace.

   Note:

   The result lists all objects or folders that begin with the requested string first, followed by any object or folder that contains the string. The number of retrieved objects is limited, so you may need to refine your search.