Saved Searches In The Portfolio Planning Application

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. They can also view the list of saved searches they have created.

To add a saved search:

  1. Enter the Portfolio Planning application.
  2. Click "Project Requests" in the left navigation
  3. Enter your search criteria.
  4. Click the "Save Search" button.
  5. A "Save Search" window will open. Enter a search name in the "Save As" textbox.
  6. If you are using a current saved search, choose whether or not to overwrite the current search or create a new saved search.
  7. Choose whether or not to make the search global. A global search will be accessible by all users.
  8. Click the "Save and Close" button. All custom searches, whether they are marked global or private and regardless of ownership, will be saved in the "Project Requests" folder of the Portfolio Planning module.

To view a list of the user's saved searches:

  1. Enter the Portfolio Planning application.
  2. Expand the "Project Requests" folder. Searches which the user has created will have an "X" at the right side of the row indicating ownership, and thus 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 saved search:

  1. Enter the Portfolio Planning application.
  2. Select the desired search from the "Project Requests" folder.


Article ID: 3611
Mon 2/2/15 4:06 PM
Fri 6/26/20 9:22 AM