Previous Topic

Next Topic

Book Contents

Searching for Documents (Quick Search)

You can perform quick searches for documents using only text.

To search for documents:

  1. 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.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, click """" Search Options "" Search.
  5. In the Document Search dialog box:
    1. Enter keywords and operators in the Search Text field.
    2. (Optional) Select the Search title and contents option to search document titles and content.
    3. Enter a value in the Limit results to (maximum 100) field to specify a limit on the number of search results.
    4. Click Search.

Tips

  • Type operators in capital letters.
  • 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 in P6 by a user who has a configured content repository installed.
  • To clear the search results, click Search Options/Clear Search Results.
  • 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.

Related Topics

Searching for Documents

Searching for Documents (Advanced Search)

Project Tab of the Documents Page (with content repository)

Project Documents Portlet of the Workspace Page (with content repository)

Documents Portlet of the Workgroup Workspace Page


Copyright information