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(DEPRECATED) Search for and Filter Projects

Objective

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.

Steps

  1. Go to a company's Portfolio tab.
  2. Enter a word or phrase in the Search bar. The following fields are searched for the specified keyword terms:
    • Project name
    • Project number
    • Address
    • City
    • Full state name
    • Zip code
    • Phone number
  3. Click Search.
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Last modified
14:11, 2 Aug 2017

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