Search for a Project

For monitoring and managing your own and your teams work, ‘Search for Project’s and ‘Search for Tasks’ are very helpful.

In this article we will look at Search for Projects

You can select an existing search type, e.g. ‘My New Projects’, ‘All Overdue Projects’, etc, these have predefined fields. Or you can select a ‘Custom Search’ and enter your own criteria.

When the results are displayed in the Results tab, you can select an individual project and then click View to look at the project.

In this example we are searching for all Projects created by ‘Project Manager’ from 1st June to 9th July 2020. You will notice that there are many different criteria you can select. Click Search once you have entered the criteria:

The results return with 1 project. To view a Project, click on the project to select it and click View

In this 2nd example we are searching for new projects that have been created. Click Search once you have entered the criteria:

The results return with 3 projects. To Print the Projects, click Print.

A pop up box appears, and you can select the Columns and Properties you would like to be displayed and what format you would like the report to be created in.

For this report Task Summary has been selected so we can also see the status of the Tasks associated with this project and also the Property of Cost Price. We have selected to create the report in .pdf format.