Getting Started with Global Search

Suggestions and Shortcuts

The global search page initially shows navigation suggestions and your navigation shortcuts side-by-side.

1. The left panel shows a default list of navigation suggestions based on typical SuiteProjects Pro usage.

2. The right panel shows your navigation shortcuts. The shortcut list is the same as in the shortcuts menu. For more information about shortcuts, see Shortcuts.

The suggestions and shortcuts are replaced with search results when you start entering a term in the search bar.

Search

You can find what you're looking for using your own language and terms so you don’t have to memorize a hierarchical menu structure.

Enter a term or phrase in the search bar. Matching results show as you type. Parts of the search result entry that match or nearly match the search phrase are emphasized in bold font weight.

Click the search result entry to go to the corresponding page.

Search results include the following information:

1. Object name (where available – another describing object property is used otherwise), settings page title, or create action title.

2. Object type or application (module) icon.

3. Depending on the search result:

   • Object type, if the search result entry is an object available through any application (module) other than the Administration application.

   • Application (module) name, if the search results shows one of the following:

     • A navigation menu item for an application or global settings page. For an application settings page, this is the name of the application the settings applies to. For a global settings page, the search result entry shows "Global | <section>" where <section> is the name of the global settings section.

     • An object available through the Administration application. For an object type specific to an application, this is the name of the application the settings applies to. Otherwise, the search result entry shows "Global | <section>" where <section> is the name of the global settings section.

     • A create action of an object available through the Administration application.

     The search result entry shows the name of the application, the settings page or object type applies to, or "Global | <section>" where <section> is the name of the global settings section the settings page or object type appears under.

4. Stage or status badge, where relevant.

5. Additional information about the object.

   Click the name of a searchable object in the additional information to go to the page for that object. For example, click the customer name or the project owner name in the search result entry for a project to go to the demographic form for the customer or the employee.

You can search for:

• A navigation menu item (main navigation, create menu and user menu) – For example "timesheets", "create timesheet" or "personal settings".

• A record of a supported record type. The following table lists the supported record types, and for each record type, the information included in the search results. Search results show the information in the order listed. The first information listed for each record type is shown on the first line of the search result entry, followed in some cases by a badge showing the information listed in bold text. You can use all listed information except the information listed in italic text in your search.

  Note:

  Global search coverage includes navigation items (main navigation and create menu), customers, projects and employees (resources) as standard.

  Coverage for other types of records is optional. Account administrators control coverage for these additional record types in your company's account.

  Record type	Information shown	Standard/Optional	Notes
  Booking	Resource name (<Last name>, <First name>), Approval status, Hours booked, Job code, Booking type, Start date, End date, Customer, Project, Task	Optional	Bookings with a start date older than 5 years are not available in search results.
  Customer	Customer name, Email, Customer owner, Active	Standard	—
  Employee (Resource)	Employee name (<Last name>, <First name>), Employee ID (User ID), Email, City	Standard	—
  Expense report	Expense report name, Approval status, Date, Total, Owner, Customer, Project	Optional	Expense reports with a date older than 10 years are not available in search results.
  Milestone	Milestone name, Start date, Customer, Project, Project owner	Optional	—
  Phase	Phase name, Start date, End date, Customer, Project, Project owner	Optional	—
  Project	Project name, Project stage, Internal ID, Customer, Project owner	Standard	—
  Receipt	Expense type, Expense report name, Date, Price, Owner, Customer, Project	Optional	Expense receipts with a date older than 10 years are not available in search results.
  Task	Task name, % Complete, ID number, Start date, End date, Assignees, Customer, Project, Project owner	Optional	In case of multiple assignees or assignment groups, the search result entry shows either the name of the assignee (employee) with the smaller internal ID or the name of the assignee matching your search phrase, followed by the number of other assignees. Point to the assignee information to view the list of up to 20 assignees in ascending order of internal ID. When searching by assignee name, the search results include a task if one of these first 20 assignees matches the search phrase.
  Workspace	Workspace name, Open workspace, Date, Owner	Optional	—
  Workspace document	Document name, Workspace, Parent folder, Document category	Optional	—

  Tip:

  When searching a project by internal ID, the search results may also include other objects matching the integer number. You can include additional information to refine your search if needed.

  Note:

  Information in search entry results show an [inactive] flag next to a customer name, employee name (including for the customer owner and project owner), or project name if the customer, employee or project is not active and you have access to inactive objects.

  Two search result entries are returned for each named employee (resource) if you have access to the information in both the Administration (Employee record, demographic tab) and Resources (Resource record, profile tab) application (one for each navigation path).

The search functionality uses:

• Rotated search hints – The search bar shows hints one after the other until you start entering a term or phrase. You can use these hints as examples to construct your search phrase such as "Create timesheet", for example.

• Rapid type-ahead – As you start entering a term or phrase, the search bar shows a suggested search phrase. Click the suggested search phrase to use it for your search.

• Synonym match – Searching for "new envelope", "add expense report" or "create expense report" returns similar results, for example, because "new", "add" and "create" are synonyms, and "envelope" and "expense report" are also synonyms. This enables you to find what you’re looking for even if you don’t know what it’s called in SuiteProjects Pro.

• Typo-tolerant match – A small error in the search phrase still returns near phrase matches in the search returns.

• Integrated business objects – The type-ahead uses the information from supported record type, and search results are shown as you type

The search results show only the areas and information that you have access to.