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Searching in the Project Planner

To search for an item in the Project Planner:

1. On the Home page sidebar, click Project Planner or Project Planner (PM) depending on the version of the project planner that you want to view.
2. Click the Search icon:

   

   The Search popup window appears.

3. Click to display a list of fields that you can search on.
4. Select a field from the drop-down list.

   Depending on the field that you selected, fields appear where you can enter specific search criteria.For instance, if you select Practice, a Name box, + button and Include Practice Sub-Levels checkbox appears. In this case you can enter a practice name, choose whether you want to search within practice sub levels for that practice and click + to include another practice name in the search. See "Planner Fields"

5. If you want to include another field in the search, click + and repeat steps 3 to 4. If you want to remove a field from the search, click – on the line for that field.
6. Click Search.

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