Searching in Cerri Project (v10.xx)

Users can perform two types of searches in Cerri Project; a simple key word search and an advanced multi-criteria criteria.

Simple text search

Users can enter keywords or phrases into the search box located at the top right-hand corner of the screen.

To execute a keyword search:

Enter the keyword or phrase in the search field.
Click on the search icon or hit "Enter" to initiate the search.
The results will be displayed in the content area.

Once the results are displayed, users can refine their search further by defining additional criteria. See the section "Advanced multi-criteria search" for more details.

Note: Keyword searches perform "full text" searches, meaning the engine will scan all data, including attached documents, for the specified keyword or phrase.

Advanced multi-criteria search

If a user clicks on the search icon without specifying a word or phrase, the search definition screen will open automatically. Once this screen appears, the contextual navigation menu on the left becomes search-specific.

Cerri Project allows users to save searches for future use. The contextual navigation menu enables users to either define new searches or use existing ones.

Click on "New Search" in the contextual navigation menu to define the parameters for a new search.
Click on "Saved searches" in the contextual navigation menu to view a list of pre-defined searches. Select the desired search to execute it.

The only difference between using a new search and a predefined search is that in a new search, all criteria fields are empty by default. Users must define the search criteria, and the results will match the specified combination of criteria.

Criteria	Text search	Enter a word or phrase to search for.
	Project	Choose one or more projects. The system will only search within the selected projects.
	Creation/ modification	Specify whether to search for data created or modified within a specific date range.
	From ... to…	Define a date range for the search. Cerri Project will retrieve documents created or modified between these dates. Leave the start date blank to search "from the beginning" or the end date blank to search "up to the present."
	Project Manager	Select one or multiple project managers. The system will only return projects where the specified resources are the project managers.
	Project type	Select one or multiple project types. The search will be restricted to projects of the selected types.
	Customer	Select one or multiple customer names. The system will return projects related to the selected customers.
	Document type	Choose one or multiple document types. The system will return only documents of the specified types.
	Author	The system will only return documents where the specified resource is the author.

Classification tab	Refers to the classification fields found in the Project Description document. Users can select one or multiple classification criteria, and the system will search for documents that meet the selected criteria.
Results tab	Displays the search results.

The action "Search" will execute the search displaying the results in the "Results" window.

You can refine your search as many times as you need by modifying the criteria and executing it again.