Search

Use the search box or Navigator Aviator to perform a global search to find a PPM menu or entity.

Search box

Use the global search box to open a PPM menu, or find an entity across all modules in the instance.

To use search box to search for a menu or entity:

  1. In the PPM top banner, click the search button.

  2. Enter a search string:

    Search string Description

    Menu name

    Type any part of a menu item name to search for a PPM menu.

    For example, to search for the Create Requests menu, type "request", and then click Create Request (Open).

    Request number

    Type a request number to search for a request.

    For example, to search for the request with number 12345, type "12345".

    Note: You can use the request number to search for requests only.

    Keyword

    Type "@" followed by any part of an entity name, and then select the entity type. You can search for these entities: projects, programs, staffing profiles, or tasks.

    For example, to search for a project that contains "test" in the name, type "@test", and then click Search for projects: test.

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Navigator Aviator

Navigator Aviator is an intelligent assistant that enables you to search for a PPM menu or entity by interacting with it.

Availability: Navigator Aviator is available in 24.2 and later versions, and only in English language sessions.

Prerequisite:

The use of Navigator Aviator is enabled (by setting the ENABLE_NAVIGATOR_AVIATOR parameter to true). For details, see Server parameters.

To use Navigator Aviator:

  1. In the PPM top banner, click .

    • When you open Navigator Aviator for the first time, the dialog box displays your recently opened pages.

      Note: Pages added to My Links list and saved searches are not displayed. For details, see Maintain a My Links list and Save searches.

    • If you reopen Navigator Aviator after closing it, it displays your recent chat. You can clear the history by clicking Clear chat at the top of the dialog box, and it shows your recently opened pages.

  2. From the list of the suggested links, click a link to open the target page.

  3. If the suggested links do not help you, in the Navigator Aviator chat box, type a search string, and then click the Send button or press ENTER.

    Search string Description

    Menu item name

    Type any part of a menu item name to search for a PPM menu.

    As you type, suggestions appear based on your input and access grants. You can click a link from the list of suggestions to open the target menu.

    For example, to open the Create New Request menu, type "requests" and then click Create Request (OPEN) from the list of suggestions.

    Request number

    Type a request number to search for a request.

    For example, to search for the request with number 12345, type "12345".

    Note: You can use the request number to search for requests only.

    Keyword

    Type a slash (/) followed by any part of an entity name or description to search for requests, projects, programs, staffing profiles, or tasks.

    As you type, suggestions appear based on your input and access grants. You can click a suggested link to limit your search to a specific entity type.

    For example, to search for a request that contains "test" in its name or description, type "/test", press ENTER, and then click a result from the search results to view more details.

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See also: