SECTIONS
Select a Starting Point
Fields
The following fields are available.
| Field | Description |
|---|---|
| Search | Search for a project or project template using two or more characters that appear anywhere in the project name. Up to 100 are listed and are controlled by project sharing settings. |
Buttons
The following buttons are available.
| Button | Description | Default |
|---|---|---|
 or  |
Displays the following views:
|
Cards |
|
Filters the projects and project templates returned by your search. Click to open and close the Filter panel. Your filter selections are retained between browser sessions. For more information on the filter criteria available, see Filter Fields. |
Not applicable |
Filter Fields
The following fields are available. You must click Apply after selecting the filter criteria.
Key: Descriptions of checkbox settings describe the selected (true) case.
| Field | Description |
Default |
|---|---|---|
| Group | Search for and select one or more groups. Only projects belonging to a specified group or groups are displayed in the search results. | None |
| Include Sub-Groups | Include projects in all sub-groups belonging to the selected parent group. The sub-groups do not have to be children of the parent group. They can be several levels below the parent group in the hierarchy and still be included. This option is only displayed when you have selected a parent group. |
Deselected |
| Include Sub-Practices | Include projects in all sub-practices belonging to the selected parent practice. The sub-practices do not have to be children of the parent practice. They can be several levels below the parent practice in the hierarchy and still be included. This option is only displayed when you have selected a parent practice. |
Deselected |
| Include Sub-Regions | Include projects in all sub-regions belonging to the selected parent region. The sub-regions do not have to be children of the parent region. They can be several levels below the parent region in the hierarchy and still be included. This option is only displayed when you have selected a parent region. |
Deselected |
| Practice | Search for and select one or more practices. Only projects belonging to a specified practice or practices are displayed in the search results. | None |
| Region | Search for and select one or more regions. Only projects belonging to a specified region or regions are displayed in the search results. | None |
| Templates Only | Only template projects are displayed in the search results. | Deselected |
Edit Project Details
An administrator can control the project detail fields that are displayed and their order by specifying a project field set in Project Details Editable in the Create Project Personal Custom Setting.
For details of the fields displayed, see Project Fields.
Select Records
An administrator can control the columns that are displayed in the record selection table and define the order of the columns using the fields available in the Create Project Personal Custom Setting.
For details of the columns that are displayed in this window, see the field reference for the relevant object: