Finding Projects

How to search for projects by name, code or keywords and identify projects lacking in information

CJ Teeter avatar
Written by CJ Teeter
Updated over a week ago

The Project Portfolio is designed to help you quickly find projects in your system based on a range of search criteria. You can search for projects by name or project code, or you can filter on projects by keywords.

This article covers:

  • Finding projects by name or code

  • Finding projects by keyword

  • Finding projects lacking data

  • Editing information for multiple keywords

Finding projects by name or code

Entering the name or code of a project into the project search menu. As you type, matching results will be displayed on the page.

Finding projects by keyword

You can use Project Keywords to filter your projects by specific search terms. You can select them from the Keywords menu to the left of your screen.

Project Keywords are grouped by their respective categories and ordered by frequency of use. Select a category to expand it and display the individual keywords.

You can find projects by All or Any matching keywords. Select the following button to toggle between Match All and Match Any keywords.

Match All keywords lets you drill down into results based on the keywords you select. For example, you might be looking for all "Healthcare projects in New York". As you select additional keywords, your search will will narrow with fewer results.

Match Any keywords lets you combine results based on the keywords you select. For example, you might be looking for the “Projects in New York, Philadelphia and Boston”. As you select additional keywords, you will broaden your search with more results.

If the keyword you are looking for is not listed, select the All Keywords button and pick your chosen keywords from the following pop-up window. You can use the search menu to find specific keywords and you select or de-select keywords by clicking them.

Note: if you wish to find projects by metadata that is not included in your project keywords - eg. the project description contains a particular term - you can use Field Filters to narrow your search. Read more here.

Finding Projects Lacking Data

You can use the Data menu to identify projects that are missing specific information.

For example, you can identify all projects that have no Hero Image by selecting the No hero image filter.

You can also use the Keyword Count menu to identify projects that are lacking keywords overall, or have few keywords within specific keyword categories.

Ensuring that your projects are sufficiently tagged with project keywords is essential, as this enables them to be searchable by your users.

Editing Information for Multiple Projects

Once you have filtered your projects that are lacking information, you can paginate between the projects to update them all in one session.

For example, you could filter projects by those with No Location. Having updated one project, you can use the arrow icons to paginate through the filtered projects to quickly set locations for multiple projects without navigating away from the Location page.

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