Searching for Programs

You can search for programs in one of two ways:

  • Search box. Use the search box if you know the name of the program or want to search for one or more programs that start with a particular phrase or fragment of text in its name. The search box is located in the upper-right corner.

  • Search Programs page. Use the Search Programs page if you want to search for a program based on criteria such as program manager, program status, contained project, creator, business objectives, priority, or creation date.

Using the Search Box

The search box is used to locate and open programs based on program names that begin with the specified text.

To locate and open a program using the search box:

  1. In the search box, located on the right side of the menu bar, type @ followed by the text for which to search that is at the beginning of the program name. When you start typing the text, a submenu appears (the search is not case-sensitive).

  2. Once you have finished typing your search text, select Search for programs: <search_text>.

    If the search text matches only one program name, the Program Overview page for that program opens.

    If the search text matches more than one program name, the Search Programs page opens, displaying a list of programs with matching names. Click the name of a program to open its Program Overview page.

Using the Search Programs Page

To search for and view an existing program using the Search Programs page:

  1. From the menu bar, select Search > Programs.

  2. From the Search Programs page, do one of the following:

    • Search a program by the program number, and then click Go.

    • Specify your search criteria, and then click Search.

      Field Name

      Description

      Program Name starts with

      Specify a string. The search results display all programs whose name starts with the specified string.

      Program Managers

      Specify or select one or more users. The search results display all programs managed by the specified user(s).
      Program Type Specify or select one or more program types. The search results display all programs of the program types.

      Contains

      Specify or select one or more lifecycle entities (proposals, projects, or assets) associated with the program. The search results display all programs that contain at least one of the specified lifecycle entities.

      Created By

      Specify or select one or more users. The search results display all programs that were created by the specified user.

      Business Objectives

      Specify or select one or more business objects. The search results display all programs with the specified business objective(s).

      Show only Portfolio Management enabled programs

      Select Yes to search for programs that have Portfolio Management enabled. Select No to search all programs.
      Include Finished Programs

      Select Yes to search all programs. Select No to exclude the finished programs.

      Note: This filter is available in PPM 9.62 and later.

      Relative Priority From/To

      Specify a range of priority levels. The search results display all programs in the specified range of priority levels.

      Create Date From/To

      Specify or select a range of dates. The search results display all programs that were created in the specified range of dates.

      Sort By

      Select the field on which to sort the programs that match the search criteria.

      Ascending/Descending

      Indicate the sorting sequence.

      Results Displayed Per Page

      Specify the maximum number of search results to display on a page.

      Type any positive integer.

    • Alternatively, to view a list of all programs, click Search without providing search criteria.

  3. Under Select a Program to View, in the Program Name column, click a program name.

    The program is displayed on the Program Overview page.