Find Documents

Common approaches in ProjectPilot

You can search for objects (documents, folders or projects) in ProjectPilot. A temporary folder - Search results - is created in the tree view and the objects found are displayed in the document window.

To find documents

1. Click a folder with the right mouse button and select Search on the shortcut menu.

   The Define search criteria dialog box opens.

2. Under Attributes select the attribute you want to search for.
3. Under Operators select the logical operators.
   

   =	same as
   <	less/smaller than
   >	more/larger than
   <=	smaller or same
   >=	larger or same
   <>	not same as
   like	contains characters in the given sequence (also for occurrences with wildcards)

   Note: Only those operators that are appropriate to the selected attribute are displayed.

4. Under Value enter the condition that the attribute is to fulfill.
5. Click Add line.
6. If you want to enter more conditions, define the next condition, specify how the conditions are to be linked and click Add line again.
   

   • If you want the element you are looking for to meet all the conditions, select the AND operator.
   • If you want the element you are looking for to meet just one of several conditions select the OR operator.
   • If you want the element you are looking for to meet the first condition but not the other one select the NOT operator.

   When there are more than two conditions, the AND operator has precedence over the OR operator.

7. When you have finished defining criteria, click Search.

   A temporary folder - Search results - is created in the tree view and the objects found are displayed in the document window.