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).

Searching items

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

The search box will expand and you can start typing in your query.
The search will return all items which name or description contains the typed in keyword. Search results are updated whenever you pause typing.

Searching Labels

To perform a label search, start by typing the word "label : " in the search box then type your keyword.

e.g. label : fy2014
The search will return all items which has a label that contains the keyword "fy2014"

Searching Customfields

To perform a customfield search, type the complete name of the customfield followed by a colon ( : ) in the search box then type your keyword.

e.g. Expert : pix
The search will return all items which has the customfield "Expert" with a value that contains the keyword "pix"

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.

Inside this page:

Searching items
Searching Labels
Searching Customfield
Closing the search

Browser not supported