Search and view projects

To apply changes using the Project Tracker, conduct a search to return a list of Projects. You can use a saved search or start a new one. Search results are limited to 1500 Projects.

Click Tools > Project Tracker to display Project Tracker.

Use a saved search

1. Select the search you want in Saved Searches.

2. Click Search.

Start a new search

1. In Show Schedule Template, select Schedule Template you want.

   The Select Tasks button appears.

2. In From, select an organization unit from the hierarchy.

3. Select Include child objects in search to make searching a high-level organization unit easier.

4. Click Select Tasks.

5. Select the tasks you want:

   • Choose the tasks to select using the Select menu. For example, select Milestones to automatically select all milestones.

   • Scroll through the tasks and select the ones you want.

6. Click Select.

7. Enter any additional search criteria you want.

8. Click Search.

   Results display in the Results pane.

   Late tasks are indicated with a red border, and complete tasks are indicated with a green border.

   If any of the selected tasks have subtasks with durations, a window displays prompting you to either continue or make your changes in Bulk Object Updater. When a task has subtasks with durations, the field is read-only and shows the sum of the durations of the subtasks.

9. Optionally, save the search so that you can select it from Saved Searches later:

   1. Click Save Search.

   2. Enter a name to Save Search As.

   3. Click Save.

      You can now select this search from Saved Searches.

Edit view

Once you have searched for projects, you can change the edit view and the columns that display.

Change the edit view

1. Click View then select the view you want:

   • Single Edit: Dates and duration are stacked in the grid. Dates and durations are identified by the initial of each attribute. For example, Forecast = F, Completed = C. Each value has a different background color. Click the Legend for the definition.

   • Multiple Edit: Display a view where you can edit multiple dates in a grid across multiple projects at once.

Show or hide columns

1. Click Select Columns.

2. Select or clear the columns that you want to show or hide on the grid.
3. Click Save Criteria to save the selected columns.

Highlight cells by date

You can highlight cells where the Project End Date or any of the selected task Forecast Dates match the criteria you enter including:

• Date range

• A specific date

• After a date

• Before a date

1. Click Highlight.

2. Enter the date criteria you want.

3. Click Highlight.

View legend

Click Legend to view a legend of the colors in the grid and their meanings.