Searching project records by keyword

Use keyword Search to find matching records within the project you currently have open.

Best for: Locating known information · Requires: Access to the project and matching records.

1. Open Search.
2. Choose Search Keywords if the mode selector appears.
3. Enter a distinctive term, phrase, or record number.
4. Wait for results to finish loading.
5. Refine the query when the result set is too broad.

Search updates after a short pause while typing and requests up to 50 project results in the main Search page. The most recent query is retained for approximately ten minutes for that project.

Search uses several matching approaches to find relevant records, so do not treat the results as an exact database report. When you need complete totals, use a report or the source tool.

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