Project Settings – Executive Search

This area allows you to customise the search filter options in the Overview, Portfolio Project View and Project Budget View pages to match any terminology and visibility changes you may have already carried out.

• STEP 1: Go to Framework> Project Settingsb> Executive Search.

• STEP 2: Tick the boxes to enable the corresponding fields to be displayed in search options within Executive Overview, Portfolio Project View and Project Budget.

• STEP 3: Click the save icon.

• STEP 4: If you want the fields to display terminology that is more relevant to your organisation click the Edit icon and enter your desired text. Click Update to save the change.

Open