Search

The Search feature allows key word searches that can be very broad or be filtered to narrow the parameters.

Navigation Path: Portfolio > Search > Search

Project

Select the Project you wish to search in or leave blank to search all projects.

Enter the keyword(s) to search for.

Select the record status to filter or check "All".

Select the Record Type(s) or select "All".

Click to initiate the search.

All search results will be displayed here. Any of the records can be clicked on to view that record.

Select the rows you wish to have included in a new issue and click the Save As Issue icon to add them to an Issue Record.

Select the rows you wish to have included in an existing issue and click the Append to Existing Issue icon to add them to an Issue Record.