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Most information browsing screens in FOLIO have a search box allowing you to find elements within that screen.  Information browsing screens with search include:

  • the Costs (in both Actual and Planned tabs),
  • the Revenues (in both Actual and Planned tabs)
  • the Team (at both Folio and Portfolio levels).

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Searching
Searching
Searching items

To perform a search, start by clicking on the search box located at the top left of the browsing screen.

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The search box will expand and you can start typing in your query. The search will return all items which name contains what you type in the search box. Search results are updated whenever you pause typing.  Matching elements are highlighted and automatically selected, bringing up their details in the right panel.

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Closing
Closing
Closing the search

To close the search box and deselect search results, click the x icon inside the search box or hit the ESC key.

 

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