The Multiplan View allows you to search across all plans at once, brining all of your most important KPI's and Initiatives into a single view. You can access the view by navigating to the Plans drop down menu in the top navigation bar.
Build Your Own Search
MultiPlan View is now separated into two flows, Build Your Own Search & Run Saved Search. In the Build Your Own Search flow, users will be able create unique searches for the purpose of viewing in real time or with the intention of saving that search to be used on a Custom Dashboard.
Filter on Plan State
The first step to building a saved search is either selecting one or a combination of the All of a Plan State options, an individual plan, or multiple plans. Users can also filter on the Plan State within the Individual Plans drop down menu to access specific plans quickly.
Users have the ability to filter on a multitude of specific criteria. These filters can also be found in List View, which includes the addition of the new Update Status filter. The following criteria can be searched on:
- Item Name
- Assigned To
- Start Date
- Due Date
- Update Status (NEW)
- Up-to-Date - Plan items that contain only completed updates.
- Pending - Shows plan items with at least one pending update but no late updates.
- Late - Shows plan items with at least one late update but no pending updates.
- Additional Filters (NEW)
- Show Parking Lot Items - The default state is to not show items in the Parking Lot. This can be used to show items in the Parking Lot in the search results.
- Exclude Linked Items - The default state is to include linked items. The can be used to exclude them from the search results.
- Checkbox to use Doughnut charts instead of the default Pie charts
Saving a search
Users can save their searches to be used used on Custom Dashboards, used in Reports, or as a way to quickly access specific information viewed on a regular basis.
Once a user clicks the Create New Saved Search button, a modal will show where the user must enter a name for the saved search as well as establish permissions. Column layout and Grouping preferences are now saved along with the filter criteria for a Saved Search, which is a new piece of functionality.
- Shared - The Saved Search is viewable and editable by all users.
- Private - The Saved Search is viewable and editable by the search creator.
Note: Widgets using a Private Saved Search will still show information on a Custom Dashboard depending upon plan permissions.
Running a Saved Search
Users can run previously created Saved Searches. The dropdown menu will show all Saved Searches the user has access to as well as the permissions set for each Saved Search.
Once a user selects a Saved Search, the triple dot menu will be clickable and the user can choose from a variety of actions. Users will be able to Create a New Saved Search from the existing Saved Search criteria, they can rename the search, Archive, and Delete the Saved Search.
Updating a Saved Search
Users can make changes to a Saved Search and easily update it with the new changes. After a change is made, there will be messaging showing the user what Unsaved Changes there are. There will also be indication in the summary bar on the Results page. The following are all eligible to be saved with the Saved Search details:
- Filter configuration
- Column layout
- Grouping preference
- Chart preference
When a user clicks search from either the Build Your Own Search flow or the Run Saved Search flow, they will taken to the results page. This configurable view allows users to specifically show what information they are interested in.
Users can apply groupings to their search results. These groupings can also be saved with the Saved Search details, which allows the grouping to automatically be applied when a user runs the Saved Search. When a Grouping is applied, users will see the Jump To function. This will allow users to jump to specific groupings in their list quickly. Users can select from the Jump To drop down menu or they can use the up or down arrows to cycle through the groupings.
Users can toggle off the charts or lists for the entire results lists. If the results are grouped, users can toggle off or on the charts and lists per group. By default, both charts and lists will be shown on the results list.
Users are able to select which columns they would like to display when they execute a search. The user also has control over the order of the columns as well. Once a user makes a change to the default columns, that column layout will remain for that user until another change to the layout is made. Here are some other column functions:
- Freeze columns
- Sort columns
- Resize columns
PDF and Excel Download
In MultiPlan view, users have the option to download their search results into a PDF or Excel document.