Using Lookups

On some fields you can click to display a popup where you can search for and select an item such as a resource, project or an assignment.

When you create a new expense or edit an existing one, you can use the Lookup popup to search for Resources and Assignments. Detailed search fields are available on the Resource and Assignment Lookup. Recent Assignments are displayed, and you can also view current and add new Nicknames to Assignments using the Add link in the Nickname column on the lookup popup

Your administrator can control the number of recent projects and assignments initially displayed.

Project/Assignment Lookup

The Project/Assignment lookup on the enhanced timecard user interface and Expenses page has two tabs: Recent Project / Assignments and Search Results. The Project/Assignment Lookup popup initially appears with the Recent Project / Assignments tab selected. On this tab you can select an assignment that you recently viewed. If the project or assignment that you want is not displayed in the list, you can search for it using the Search field. The results of a search are displayed on the Search Results tab.

Filters

You can filter the search results on some lookups so that they display only results that match the criteria you specify. For instance, the Milestone lookup on an assignment. To filter search results:

  1. Click Show Filters to display the filters that you can use to narrow the results.
  2. Complete the fields that you want to filter the results on.
  3. Click Apply Filters.

Optional Lookups

Your administrator may have configured optional filters on the lookups in these locations:

If you want to view all results, click Show all results.

Concept Information

Getting Started

What can I do in PSA?

Applications and Tabs

PSA Overview

Other Resources

About Security

Using the Application

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