Lookups

Use the various lookups in the Project Management workspace to make entering data faster and easier.

Lookups are available wherever you see a Lookup button. The data field in which the icon appears determines which lookup opens when you select the icon. For example, if you are in the Expense Type field and click the lookup button, the Expense Type lookup opens.

If you open a lookup dialog box but no records display, either Vision does not have the Automatically retrieve records when opening lookups option selected on the General tab of Vision > Configuration > User Options, or there are no active records that you have access to. To retrieve records, click on the button shown on the lookup dialog.

After you open a lookup, you can use the Search field to search the list of records in the lookup. Enter either a single character (for example, the letter "a" or the number 3) or a string of characters (" ab" or "13") .

• If you enter a single character, Navigator searches for every record beginning with that character.
• If you enter more than one character, Navigator searches for every record that contains that string of characters.
• For whole word searches, enter a space before and after the word to search for only that word.

After you enter the desired text in this field, click the Search button to locate the matching results. If you need to further refine the list of records, you can also use the Sort option to sort the lookup results by Name or Number. And, if there are multiple record matches, a box appears containing all records that match your criteria. Click the record you wish to access.