Creating Saved Searches for Projects

Instead of having to start from scratch every time, Work Management users can save their project searches to quickly reuse changes they make to the out-of-box project search.

In this article we'll cover how to:

• Find Saved Project Searches
  • Creating a New Saved Search
• Manage Saved Project Searches
  • Editing a Saved Search
  • Deleting a Saved Search

Find Saved Project Searches

To access saved projects searches:

1. In the Work Management Toolbar, click View Applications.
2. Click the Analysis application tile.
3. In the left navigation menu, click Project Searches.

This section lists any project searches you already have saved or that have been shared with you.

Creating a New Saved Project Search

To create a saved project search:

1. In the Work Management Toolbar, click View Applications.
2. Click the Analysis application tile.
3. In the Project Searches section of navigation menu, click Active Projects Search.
4. In the search toolbar, click Filter.
5. Adjust the filters as needed.
6. Click Apply.
7. In the search toolbar, click + New Save Search.
8. Enter the name you'd like to Save As.
9. (OPTIONAL) Add a search Description.
10. (OPTIONAL) Enable the Global setting to make it available to others.
11. Click Save and Close.

Manage Saved Project Searches

Editing Saved Project Searches

To edit a saved project search:

1. Go to Project Search.
2. From the Project Search Toolbar, click My Saved Searches. 
3. Select the search you want to edit.
4. Edit the filters as needed.
5. Click + New Saved Search.
6. Enable the Overwrite option.
7. Click Save and Close.

Deleting Saved Project Searches

To delete a saved project search:

1. Go to Project Search.
2. From the Project Search Toolbar, click My Saved Searches. 
3. In the row of the search you want to remove, click Delete.
4. Click OK to confirm you want to delete the report.