Searching for Documents (Advanced Search)
You can perform advanced searches for documents using authors and dates.
To search for documents:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Documents. - On the Documents page, click the Project tab.
- On the Project tab, click
 Search Options Search. - In the Document Search dialog box, click Advanced
. - In the Advanced Search Options section:
- Expand the Search by Person section and configure the Author list.
And/Or
- Expand the Search by Date section and configure the option and fields.
- In the Document Search dialog box, click Search.
Tips
- You can search by author, by creation date, or both. If you enter a value in both sections, the application searches for all documents that were added by the author and created between the dates you list.
- The application lists the most relevant documents first.
- Click Clear Criteria to reset the Document Search dialog box.
- You can only search for project documents that have been added to P6 by a user with a configured content repository.
- To clear the search results, click Search Options/Clear Search Results.
- When using any of the Advanced Search options, you can only search the most current versions of documents.
- You can also search for documents from the Project Documents portlet of the Workspace page, the Documents portlet of the Workgroup Workspace page, and the My Documents portlet of the Dashboards page.
|