Metrics Management supports creating search conditions to search on all initiatives in the database. To create simple searches, for example, search on initiatives with a specific planned end date, or create more complex searches that contain multiple search conditions. In a search with multiple conditions, Metrics Management searches for initiatives that satisfy all search conditions. For example, a search on initiatives with a forecast end date of the quarter end and a percentage complete of less than 50% returns initiatives that meet both conditions.
Construct a search condition by specifying initiative criteria, a search operator, and a text or date value. For example, create a search condition that searches on initiatives containing a budget forecast value that is greater than or equal to $50,000.
Metrics Management supports creating a search from the following criteria:
Budget
Compares an initiative’s actual, forecast, or planned budget value against the value specified in the search.
Commentary
Searches on commentary text or by user who entered commentary.
Created date
Compares an initiative’s creation date against the date specified in the search.
Description
Searches on the text in an initiative’s description.
End date
Compares an initiative’s actual, forecast, or planned end date against the date specified in the search.
Initiative name
Searches on the text in an initiative name.
Last modified date
Compares an initiative’s last modified date against the date specified in the search.
Location name
Searches on the text in a location name.
Measure name
Searches on the text in a measure name.
Percent complete
Compares an initiative’s percent complete value against the percentage specified in the search.
Performance of
Compares an initiative’s actual, forecast, or planned start or end date, or budget value against the performance value specified in the search.
Rating
Compares an initiative’s rating value against the value specified in the search.
Security permissions
Searches initiatives on a specific user’s security permissions, such as whether the user is the initiative owner, or can add or edit data for the initiative.
Start date
Compares an initiative’s actual, forecast, or planned start date against the date specified in the search.
How to search on initiatives
1 In Navigation Pane, choose Initiatives➛Search Initiatives. Search appears in the main window.
2 To specify search criteria, choose Add Search Condition. From the drop-down lists, select an initiative property, an operator, and then provide a search value.
3 To specify a date value for search criteria based on date, choose Select Date, then select a date from the calendar, as shown in Figure 2‑39.
Figure 2‑39 Selecting a date from the calendar
For example, Figure 2‑40 shows criteria selected that define a search for end dates that have a forecast value after November 15, 2011.
Figure 2‑40 Specifying search criteria
4 In Search, perform any of the following optional tasks:
To search on hidden initiatives, select Include hidden initiatives.
To search on initiatives specified as favorites only, select Favorites Only.
To show subinitiative branches expanded in the search results, choose Expand Results.
5 Choose Search. The example in Figure 2‑41 shows expanded search results of initiatives with a forecast end date after November 15, 2011.
Budget
