and select a saved search. The SQL Where Clause search of the Control Account Search dialog box is only available for users who are members of the SYSADMIN group. It allows you to create more complex selection criteria by creating your own SQL Where Clause. PM Compass then uses that SQL Where Clause to query the database and find records that meet your selection criteria. You can edit and save the information as a Global search for other users.
When you access this dialog box from dashboards or reports (you can tell because the dialog box has an Apply button instead of a Select button, see Specifying Criteria vs. Specific Records (Values) for information about selecting criteria versus specific records.
When a master project has been selected in a view or dashboard, this control account search includes the subprojects.
Use this field to select one of the following views:
Advanced — Use this view to select comparative operators to further narrow down the number of displayed records
SQL Where Clause (only available for users who are members of the SYSADMIN group) — Use this view to create more complex selection criteria by creating your own SQL Where Clause.
After entering search criteria, click this button to display the results. The columns in the Results grid vary, depending on the display type that you select.
Use this field to enter the name of saved search, or click
and select a saved search.
Click this button to display the Organize Options dialog box, which allows you to save your search.
Select a project that contains the record for which you want to search. This field displays a project name that you previously used as a search filter. It allows you to refine your search by limiting the search to those records that are directly tied to the given project.
Enter or modify the SQL statement that you want to use for a search. If you enter incorrect syntax, an error message displays.
You can only use the Work Package filter in the Advanced view. You cannot use it in the SQL Where Clause view.
Select this check box to display the SQL Where Clause used in the search and any error messages below the Where Clause box. If you do not select this check box, the box below the Search Criteria grid is initially empty. Clicking Search displays the search results in the grid, replacing the empty box.
This field only displays when the view exceeds the maximum number of records set in the Progress and Analysis Record Limit field on the General tab of System Settings. Use it to page through the rest of the records. If you page to view more records and click Select All, the view displays those selected records. For example, if you are viewing records 1 -10 and you page to view 11-20 and click Select All, the view displays records 11-20.
This grid displays the search results after you define your filter criteria and click Search. The columns and data that displays depends on the field that you select in the Search By drop-down list. The Results grid displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.
This field only displays when you access the Control Account Search dialog box in Enter/Approve Progress.
My Pending Progress — Select this option to display records that are specifically assigned to you to enter progress and that meet other parameters on the search dialog box. The result set includes:
Progress entries you created when you selected them from this search dialog box and edited the progress.
Progress entries you have edited but not yet submitted.
Progress entries that have been rejected and still need to be resubmitted.
All Pending Progress — Select this option to display all progress entries to which you have access and that have not yet been submitted or have been rejected and can still be submitted.
All — Select this option to display all control accounts in the project that you have access to edit. When you select this option, the Include Completed field is enabled. For more information about access rights within the Enter Progress views, see Assignment Mapping Grid Overview.
My Approvals — Select this option to display progress entries that are specifically assigned to you for approval.
All Approvals — Select this option to display all progress entries to which you have edit rights and that need approval.
Select this option to include completed control accounts in the search results. This option is only available when you select All in the Show field.
This field displays the total number of records returned by the search. This field is not visible when Show Result List is not selected.
Select this check box to display the Search Results grid containing the results of the search. When this option is not selected, both the Total Rows field and the Results grid do not display. By default, this check box is selected.
Select a record in the Results grid and click this button to display the corresponding data. You can select multiple records by pressing either the CTRL key or the SHIFT key and clicking the selected entries.
For field searches, selecting a record and clicking Select close the search dialog box and display the selected record in the field.
For filter searches that present records for a screen (for example, a workflow search), selecting a record and clicking Select closes the search dialog box and populates the application form with the values of the selected record.
For Dashparts (but not the global filter for Dashboards) and Reports, the label of this button is Apply.
Click this button to select and display all available records in numerical-alphabetical order.
Click this button to close the dialog box.
Click this button to display the Search dialog box help topic. Clicking this button displays the help topic for the Standard display type by default.
Perform an SQL Where Clause search
beside the