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  • A user with the cost center permission to Browse View Resource/Disbursed ExpensesExpense Reports
  • A user with the cost center permission to Browse View Resource/Disbursed Other Expense Documents
  • A user with the cost center permission to View Project Expenses
  • Be a cost approver in some way. For example, you are a PM on a project set to PM approval.
  • When viewing a resource's profile, you are set as the Direct Manager for cost
  • Limited Access users can only use a subset of search criteria and result columns in order to prevent them from accessing data outside their purview
  • Client users can also approve costs. Useful when client must okay all work before it can be invoiced. See Configure Clients to Approve TimeExpenses.
Cost card results are limited by the user's permissions.

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Once you choose a saved search from the list, the criteria is immediately loaded. You'll then need to click Search to execute the query.

 


Save New Search

Follow these steps:

  1. Click New Search or load one of your existing saved searches
  2. Set your search criteria
  3. Run your search
  4. Adjust the displayed columns and column order
  5. Adjust your column widths
  6. Click Save if this started as a new search. Click Update | Save As if it is based on an existing search.

 


Modify Saved Search

Follow these steps:

  1. Load an existing saved search
  2. Set your search criteria
  3. Run your search
  4. Adjust columns and column order
  5. Adjust column widths
  6. Click Save Changes

 


Remove Saved Search

Follow these steps:

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To remove a favorite, load a favorited search. Then pick Update | Remove from favorites.

 


Share Search

When you save a search or update an existing search, you have the ability to share it. The following share options are available:

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The search builder is designed to quickly design a search that finds exactly what you need. 

IconDescription
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Remove this criteria
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Add a new criteria
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Drag to reorder search criteria order

Search Criteria

The following fields are searchable. Results are shown as of the current state of the system. For example, if a resource changes location, cost card's are returned based on their location as of today, not the date of the card. User Defined Fields (UDFs) are automatically populated in for clients, engagements, projects, roles, resources, and cost cards.

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In the screenshot below you can see a card search grouped by resource. The darker rows show rolled up information. The lightest rows show individual cards. If a column can't be rolled up into a single value, we display multiple as a placeholder.

 


Result Columns and Result Grouping

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The following search result columns are available.

 


Summary Search Results

For most users, you won't need to leverage summary results. The pivoting capabilities of the normal results grid is sufficient. However, power users and those executing searches on very large numbers of cards will want to use summary results. 

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