Create a New Selection Set

The Selection Set search can include any combination of selections from the filter options. You can save a search to use again, to locate the information that you need quickly. You can also edit a saved search to use as the basis for a new search.

To create a new selection set, complete the following steps:

1. Open the list of selection sets from the Projects pane.
2. Select New Selection Set. The New Selection Set panel displays with New in the header. My Selection Set defaults as the name of the selection set.
3. Change the name of the selection set.
4. Select one or more filters to specify search criteria. When you select a filter, you can also enter or select specific data to limit the filter's results. Example: You need to locate the projects where Joe Smith and Staci Reed are the assigned project managers. When you open the Selection Set panel, click Project Manager and select Joe Smith and Staci Reed's names. When you click Save & Apply, all of the projects that you can access where these two individuals are the assigned project managers display.

   If there are still too many projects in this list, you can further refine the results set by selecting another filter. For example, select Project and enter text from the project's name. Any projects you can access that match the entered text and that have Joe Smith or Staci Reed as Project Managers display in the search results.

5. Use any or all of the following search criteria for your selection set. The criteria for each search is dependent on the access rights assigned to your Role in Vision > Configuration > Security.

   Search Filter	Function	Vision Area it Searches
   Project	Enter text or numbers that match one or more projects.	Project short name, long name, and number. Note: Even though the project's long name does not display in Navigator, when you search on a project name, Navigator searches the project number and both the long and short name as entered in Vision.
   Client	Enter text or numbers that match one or more clients.	Clients
   Project Manager	List	Employees assigned in the Project Manager field for WBS1 in the Project Info Center.
   Principal	List	Employees assigned in the Principal field for WBS1 in the Project Info Center.
   Supervisor	List	Employees assigned in the Supervisor field for WBS1 in the Project Info Center.
   Project Type	List of records in the Project Type code table.	Project Types assigned for WBS1 in the Project Info Center.
   Organization Levels -- each organization in use	List of records in each level.	Organization level assigned for the WBS1 in the Project Info Center. Only displays if Organizations are enabled.
   Charge Type	List	Charge Type assigned in the Project Info Center.
   Status	List	Status assigned in the Project Info Center.

   Note: As you enter or select data in any field except Project and Client, Navigator updates the number of records that match the given criteria. For example, if you have 79 project managers and select 2 from the list, the Project Manager filter lists 2 of 79.
6. If you want to remove a selected filter, click the X or click to clear all filters.
7. Click Save & Apply. Navigator analyzes your search filters against all records, checks your Vision Security role, and then generates a list of projects you can access that match all criteria.