To use the Search bar to find a specific project.
Things to Consider
- Required User Permission: 'Read-only' and above on the Portfolio tab.
The search tool respects any selected filter parameters and will only search for items within the filtered results. By default, only 'active' projects are displayed.
- Go to a company's Portfolio tab.
- Enter a word or phrase in the Search bar. The following fields are searched for the specified keyword terms:
- Project name
- Project number
- Full state name
- Zip code
- Phone number
- Click Search.