Search for menus and entities

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

Tip: In 24.2 and later version, you can also use Navigator, an intelligent assistant, to search for a PPM menu or entity. For details, see Search items and submit reports with Navigator.

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.

See also: