Multi-criteria searching

Multi-criteria searches help you find projects or project groups more quickly. When performing searches using multiple criteria, you can save your configurations as filters and reuse those filters at a later time.

About this task

This image shows the boxes and the lists you can use to perform a multi-criteria search:

Procedure

  1. Go to the Projects page. To access the Projects page, you can either go to Home > Overview and then click the number of projects on the top right of the screen, or you can go to Home > Projects on the slide-out navigation pane.
  2. On the Project Group page, click the Filter Data icon.
    The data filtering section expands above the Project Group table.
  3. You can perform your search across any of the columns displayed in the Project Group table. To add or remove columns from the Project Group table, click Configure Table, and then, in the Configure Table dialog box, select the columns in which to perform the search. When finished, click OK to return to the Project Group page.
  4. Next to Filter By, select whether you want to perform the search at a project group level or at a project level by clicking the appropriate button.
  5. From the Filter By list, select the column in which you want to perform your search, and then enter the appropriate information in the box next to it.
    The box displayed depends on the type of column you select from the list:
    • For — in case you want to search for keywords in columns such as Workgroup Name, Description, Project Group, and so on.
    • From / To — in case you want to search for values in columns such as Assigned Tasks, Claimed Tasks, % Translated, and so on.
    • From d: h: To d: h: — in case you want to search for values in columns that feature duration, such as Expected Duration.
  6. Click Add Criterion to add a criterion for the current search or click Add Criterion and Search to add a criterion and perform a search.
    You can remove any added criterion by clicking Remove Criterion next to its name and you can repeat the search by clicking Search.
  7. To save a search filter, enter a name for your filter in the All Projects box and click Save Filter as New.
    Your newly saved filter is now available in the Saved Filter(s) list for future reuse.
  8. Optional: To modify your filter, you can add or remove search criteria to it, and then click Save Filter to save the new configuration. You can also clear all the criteria of a filter by clicking Clear Criteria. If you accidentally deleted one or more criteria of a filter, you can revert to your previous filter settings by clicking Reset Filter.