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If P6 Web Access is configured to use the content repository, you can access Search to perform a full-text search for documents.

You can choose to conduct a basic search, using keywords and operators, or you can conduct an advanced search to construct more complex search queries for documents.

Tip: You can only search for project documents that have been added in P6 Web Access by a user who has a configured content repository installed.

Once you conduct your search, all documents that match your search criteria appear. Documents are listed in order of their relevance to the search criteria. Documents that are most closely related to the search criteria appear first in the list.

To conduct a basic search for project documents

  1. In the Project Documents portlet on the Project Workspace, click Search from the Search drop-down list. A Document Search dialog box appears.
  2. Type your search criteria in the text box. You can elect to search only the most current version of documents, and you can specify the maximum number of items you want to display in the search results.
Search title and contents searches the title and contents of the documents for the search criteria.
 
Search only current versions searches only current versions of the document for the search criteria.
 
Limit Results to (maximum 100) allows you to control the number of documents returned during the search.
  1. Select search conditions, then click Search.

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To conduct an advanced search for project documents

  1. In the Project Documents portlet on the Project Workspace, click Search from the Search drop-down list. A Document Search dialog box appears.
  2. Click Advanced. You can search by person or by date.

    Author searches for documents by the name of the person who created, or added, the document. To select from a list of P6 Web Access and Progress Reporter users, click assignicon. Select each user you want to include in the search, then click Add. When finished selecting users, click Close.
    To remove a selected user, select the user name, then click delete. To select multiple users, press CTRL and click each user.

    Last Modified By
    searches for documents by the name of the person who last updated the document. To select from a list of P6 Web Access and Progress Reporter users, click assignicon. Select each user you want to include in the search, then click Add. When finished selecting users, click Close.
    To remove a selected user, select the user name, then click delete. To select multiple users, press CTRL and click each user.

    Created Date searches for documents by the date the document was created, or added, to P6 Web Access. To select a timeframe in which to search, click calendar and select corresponding Start and End dates.

    Modified Date searches for documents by the date of the document's last update. To select a timeframe in which to search, click calendar and select corresponding Start and End dates.
  3. Select the search conditions from a list of additional search fields that display. You can select any combination of search conditions; each selected condition creates an AND statement.

    For example, if you select the user, John Doe, in the Author field and specify June 3, 2004 and June 5, 2004 as the Created By Start and End dates, respectively, P6 Web Access searches for all documents that were added by John Doe AND created between June 3, 2004 and June 5, 2004.
Tip: When using any of the Advanced Search options, you can only search the most current versions of documents.

To clear search results

  1. In the Project Documents portlet on the Project Workspace, select the Search drop-down menu.
  2. Click Clear Search Results. All existing documents and folders appear in the Project Documents portlet.

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To add project documents to the Recent Project Documents list folder

For the Recent Project Documents list folder that appears on the My Documents portlet, select each document Title, then click docaddrecent. You can add up to fifty project documents to this folder.

Note: You can only add project documents to the list, and each document can only be added once.

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