Saved Searches in Portfolio Planning

This introduction article will help technicians to view and access saved searches in the Portfolio Planning application using the TDNext interface. The user must have TDNext plus Portfolio Planning application access.

Overview

Searches can be created to allow users to access and share informative sets of project request results, in Portfolio Planning. Searches can be saved so that they can be easily used later on and they also may be marked Global to allow others to use the search.  Searches are a simple alternative to creating custom reports on project requests.

The list of all these searches can be viewed in TDNext by navigating to Portfolio Planning.  This displays all Portfolio Planning searches that you have created, or that have been marked as Global by another user in your organization.

Where to Find This

This feature appears in the TDNext interface in the Portfolio Planning application.

Portfolio Planning is where portfolio managers and subject manager experts review and approve project requests.

Navigate to Portfolio Planning Searches by following this path:

• TDNext > Portfolio Planning

Using Saved Searches in Portfolio Planning

To make project request searches more efficient, Portfolio Planning users may save their search criteria to easily access a particular search at a later point. All custom searches, whether they are marked global or private and regardless of ownership, will be saved in the Project Requests folder in the left navigation pane of Portfolio Planning.

To add a saved search:

1. In TDNext, navigate to Applications > Portfolio Planning.
2. Click the Project Requests link in the left navigation.
3. Click the green Filter icon in the upper right corner of the screen.
4. Enter your search criteria in the right pane.
5. Click the Custom Fields tab to add any criteria via Custom Attributes.
6. Use the Layout tab to alter the columns used and their order.
7. Click the Apply button at the top of the filter list.
8. Click the Save Search button.
9. In the Save Project Request Search popup window, enter a search name in the Save As field.
10. If you are using a current saved search, choose whether to overwrite the current search or create a new saved search.
11. To make the search accessible to all users, click the Global checkbox.  This is only available to users that have the security role permission to create Global Searches.
12. Click the Save and Close button.

To view a list of your saved searches:

1. In TDNext, navigate to Applications > Portfolio Planning.
2. Click the Project Requests link in the left navigation. Searches that you created will be marked with an X indicating ownership, and therefore the right to delete the search.
3. If you make changes on a saved search, save it again. When doing so, you can overwrite the search and/or make it global to the application.

To use a previously saved search:

1. In TDNext, navigate to Applications > Portfolio Planning.
2. Click the desired search from the Project Requests folder.

Deleting Saved Searches

Portfolio Planning users can delete a saved search they have created.

To delete a saved search:

1. In TDNext, navigate to Applications > Portfolio Planning.
2. Click the X to the right of the search you’d like to remove.

Examples

A PMO manager wants to show a list of requests that have a workflow step responsibility for their team.

A portfolio manager wants to share a list of unsubmitted project requests with everyone that uses the Portfolio Planning application.