Searching for Projects and Documents

Search for projects and documents you have access to using Quick Search (available from the Accolade title bar) including words and phrases of metric values. Use Advanced Search to perform a more refined search.

You can enter words, phrases, partial words and phrases or operators to run more complex searches. Search is not case sensitive. Searching for Project One provides the same results as project one.

You can find projects by searching for a metric value. Enter the contents of a metric into Quick Search and any project containing that value is returned in the results.

The Accolade search engine is a Full Text Search, and searches for text contained in text files, HTML files, Microsoft Office 2003 and earlier files, and text in online forms. Search requires third-party IFilters to search text contained in Microsoft Office 2007 and later documents, PDFs, email files, Microsoft Project files, and others. These IFilters are part of the installation process. See the Accolade Installation Guide or contact Sopheon Customer Support for more information.

Important! Images do not contain text so you cannot use search to find images attached to projects. If IFilters for PDFs are installed, Accolade search can only search text within PDFs, not images. If a document that contains text is scanned and saved as a PDF, the text is not searchable because scanning creates an image of the document.

Quick Search

To search for a project or document:

1. Enter search text in the Quick Search field in the far right of the Accolade title bar and press Enter.

See Search Rules and Operators for information about how to enter search expressions.

To find all the projects in which you are a team member, all documents which you own, and all published documents to which you have access, leave the search field blank and press Enter.

Search results are shown in a panel that slides in from the right side. Do any of the following to work with the Quick Search results:

• To dock the panel - Click to dock the panel so it remains open.
• Access Project Manager or document owner details - Click next to the project or document in the search results to expand the details. From here, click to contact the Project Manager or document owner by email or via chat.
• Display the project or document - Click the name of the project or document in the search results.

To set Quick Search preferences:

1. With the Quick Search window open, click in the search results window.
2. Select the appropriate options to do the following:

• Search only for projects - Clear the Show documents check box.
• Search for closed projects - Select the Include closed projects in project search check box.
• Search for documents in closed projects - Select the Include closed projects in document search check box. When the check box is cleared, the search results include documents in open and closed projects.
• Limit or increase the number or returned results - In the Show a Maximum of... fields, enter the maximum number or projects and documents to include in the returned search results.
• Search within one or more project classes - In the Select Classes in Project Search field, click a class name, or use CTRL + click to select several classes.

3. Click Save.

Advanced Search

Advanced Search enables you to filter the search to specify the part of the total results you want to see. Using Advanced Search, you can search for project or published documents at one time.

Select to print the list of projects or documents found using Advanced Search.

To use advanced search to find projects and documents:

1. From the Workspace menu, select Search and select whether to search for project or documents.

You can also access Advanced Search directly from the Quick Search results window. Click Advanced Search and select the appropriate tab.

2. Do one of the following:

• To find all projects or documents to which you have access - Leave all the fields in the Search For section blank and click Search.
• To search for one or more specific projects or documents - Enter filtering information in one or more fields in the Search For section. When you enter filters, Search finds projects for which ALL of the filters are true meaning the filters are combined logically by AND, not by OR.

3. Click Search.

Search Rules and Operators

In any form of search, you can successfully search using the first letter or number in a word, the beginning part of a word, or a whole word. For example "C" finds up any product or document that starts with the letter "C" and "Can" finds "Candidate" but entering "date" does not.

You can also enter search phrases that include the following operators in Quick Search, in any filter when using Advanced Search to find documents, and in the top four filter options when using Advanced Search to find projects.

Note:  In the following descriptions, it is assumed that Search matches singular and plural forms of words as well as tenses.

Operator	Example	Description
AND	crank AND arm; crank arm;	Match contains both crank and arm.
OR	crank OR arm	Match contains either crank or arm.
NOT	crank NOT arm	Match contains crank but not arm. Cannot be used with OR.
" " (quotes)	"XP sprocket mounting"	Matches exact phrase XP sprocket mounting. A search on a phrase in quotes finds exact matches to the phrase, minus numbers stopwords. More.... For example, "XP 100 sprocket mounting" actually searches for "XP sprocket mounting", as the "100" is considered a stopword. Stopwords (also called noise words) are commonly occurring words, such as "a," "an," and "the" that the search functionality strips out of search phrases. Numbers are also considered stopwords in a search phrase. To view a list of words that are eliminated from search phrases, create a query using the following expression, filtering by language_id for a specific language (US English is 1033): SELECT * FROM sys.fulltext_system_stopwords FSS WITH (NOLOCK) To query the languages supported, use the following expression: SELECT * FROM sys.fulltext_languages FL WITH (NOLOCK)
- (dash)	crank AND - arm	Equivalent to crank NOT arm. Note that the dash is separated from the words by spaces and that AND is required prior to the dash. Cannot be used with OR. More... When a dash is not separated from other characters by a space, it acts like a space to delimit words in the search string. When there is a space before but not after it, it behaves like the search operator NOT. For example, given a project ID of 123-456-789, either a search string of 123 or 123-456 would find the project, but 123 -456 (with a space before) would find projects that contained 123 but not 456.
+ (plus)	+crank	Does not search for inflectional forms of the word. That is, it finds crank but not cranks.
* (asterisk)	assemb*	Match contains any word beginning with assemb.
< >	<chrome bumper>	Match contains chrome near bumper.

Keep the following addition rules in mind when searching using operators in the search phrase:

• You can use the operators described above together in a single search expression to form more complex searches. For example, to find projects and documents that contain the words crank and arm, but not bumper, enter crank AND arm - bumper in the search field.
• If you are searching for text that contains a search operator such as -, +, or *, enclose your search in quotes. For example, if you are searching for a project called Tools + Machinery, enter "tools + machinery" (including the quotes). Entering tools + machinery without the quotes returns results matching both words.
• When searching for a partial word in combination with an operator, include an asterisk (*) after the partial work. For example, to find all projects that have a word in their name that starts with proj but does not contain the word test, search using one of the following:
• proj* -test
• proj* NOT test

When searching for partial words with operators, you must use the asterisk (*) after the partial word. Entering proj - test or proj NOT test in the search field returns no results

Notes:    Project searches match your search phrase to the project name, project ID, project description, and the project manager's user name. In a project ID, letters and numbers between dashes or spaces behave like words in a phrase. For example, given a project ID of DOG23 Cat5 378, you could find this project using the search phrase ca or 378, but not with 23. Results would be identical if the project ID were DOC23-Cat5-378. Exclusion-only searches are not supported. For example, a search for NOT crank NOT arm is not supported; however, a search for crank NOT arm or crank AND - arm returns results that contain the word crank but not the word arm. You must search for a term or phrase to include an exclusion in the search. Depending on how the deliverable or activity is configured in the model, access may also be restricted by user role. For deliverables and activities set up with these restrictions, users must also have the user roles assigned to the deliverable and activity within the model to view and download versions through Quick Search and Advanced Search.