to display a popup window. On some fields you can click a lookup icon to display a popup window.
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.
The Project/Assignment lookup has the following tabs:
When you open the Project/Assignment lookup, the tab displayed by default depends on how many characters you've typed before searching. On the Recent Project/Assignments 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.
You can associate risks with issues and vice versa. For example, you can view the history of a risk related to an issue to understand why the risk became an issue. On an issue, for instance, you can use the Risk lookup to associate the two records with each other. You can add risks as a related list on the Issue page and vice versa if you want to.
The following columns are displayed by default in the Risk or Issue lookup:
Default filter search results in the columns are applied according to the project and opportunity. For instance, whether the project or opportunity is populated or blank on the risk or issue.
This table shows scenarios for the risk and issue lookup filter results and what you can search on based on example combinations where Project A and Project B are populated or are blank:
| Project | Opportunity | Issue or Risk Filter Result | Search |
|---|---|---|---|
| Blank | Blank | Filter Result not applied. | Not available. |
| A | Blank | Issues or risks associated to Project A. | All results. |
| A | B | Issues or risks associated to Project A and Opportunity B. | |
| Blank | B | Issues or risks associated to Opportunity B. |
To create issues and risks, see Creating an Issue and Creating a Risk respectively.
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:
Your administrator may have configured optional filters on these lookups:
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