Select project components

When working in a project, the Content pane shows you icons about a component's properties. If you need to see more of the component name or use an advanced search to find components in all project folders so that you can select the ones you want, you can open the Select Project Components screen.

Before you begin

In a project, there are two Selected Components panels.

  • On the project's main dashboard screen.

  • By selecting the Select Project Components option on the Content title bar.

    On the Select Project Components screen, you can see the complete name of the components included in the project. If there are many project folders, you can search through all of them at once. Also, if the list of components is long, you can use advanced search to find the components you need. You can select components here, and after the screen closes, they are listed on the project's main dashboard (in the Selected Components panel).

These instructions describe using the Select Project Components option on the Content title bar.

To select project components:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, all projects in your organization are listed. To find a specific project, you can:
    • Filter the list of available projects by words in the project name. In the Search text box, enter a keyword, and then click the magnifying glass search_button.
    • Filter the list of available projects to include only those you own or are participating in. In Type, select an option to filter the list by that criterion.
    • To include completed projects in the list, select Include Completed and then click the magnifying glass search_button.
  3. To open one project, select the project and double-click it.

    You can also open a project by:

    • Right-clicking the project and then selecting Open
    • Clicking Action_Menu the Options menu and then selecting Open
  4. In the Content pane's title bar, click the Select Project Components icon.
  5. On the Select Project Components screen, select the checkbox for each component you want to add to the Selected Components panel.

    • To see more text in the Components pane, collapse the Folders panel by clicking the arrow that's pointing left.

    • To quickly expand or collapse the folders, use the expand all and collapse all buttons.

    • To find a component by keyword, in Search, enter words or phrases used in the component's name. In Within, select where in the project you want to search (Current Folder, Current and Subfolders, All Folders). Click Search search_button.
    • To find a component by creating a query, click Advanced Search.

      • Fields correspond to the columns in the grid. In the Field list, select the column you want to search in, such as Component State.
      • After you select a Field, you must describe the relationship it has with the Value. In the Operator list, to include or exclude some or all of the values that you want to use, select an operator, such as <> (not equal to).
      • The options in the Value list change depending on what you selected in Field. In the Value, select or enter the word, phrase, or number you are searching for in relation to the Field. For example, Component State (Field) <> (Operator) Invalid (Value).
      • In Within, select where in the project you want to search (Current Folder, Current and Subfolders, All Folders).
      • Optionally, to enter another clause to your query, click Add. Select whether you want to narrow your search by requiring that all statements must be true (And), or expand your search by requiring that any of the statements can be true (Or).
      • Click Search search_button.
    • To select multiple components to manage, select the checkbox for each component.

      Result: The components are listed on the Selected Components panel.

  6. Click Select.

    Results:

    • The Select Project Components screen closes.
    • The components you chose are listed in the project's Selected Components panel.
    • The components are also marked with a checkmark in the Content pane.