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Planview Customer Success Center

Search Tips

This article discusses how to perform basic and advanced searches in the Planview Customer Success Center. Use the provided examples to help filter your searches for more exact results or to provide specific searches for your users.


The Customer Success Center incorporates a powerful and flexible search engine. To see more details about the specific search options, click Try It! in the Words or Phrases and Advanced Search sections that follow. The search examples in this article are actual searches performed in the Planview Customer Success Center.

Basic Search

By default, the Planview Customer Success Center helps you find the information you are looking for with standard search engine behaviors.

Search Context

The Planview Customer Success Center's search capability can search all or part of the site. By default, if you are on the site's homepage it will search all of the related information for every Planview product. If you are within one of the product areas, such as Planview Enterprise, it will only search for information within that product area. Note: The Planview Customer Success Center searches all of the articles within that specific product area, no matter where you perform the search from within that product.

Search Terms

A search query is broken into terms and operators. There are two types of terms: single terms and phrases.

  • A single term is a single word such as resource or analytics.
  • A phrase is a group of two or more words surrounded by double quotes such as "resource planning" or "creating new users."

Multiple terms can be combined together with Boolean operators to form a more complex query. For more information, see the Advanced Search section.

Words or Phrases

Words or phrases are used to perform a search.

Search Type How it Works Try it!
Search using a word Single word. No formatting needed. This is a basic search.


Search using a phrase Put quotes around a group of words to search text as a phrase. Enter"resource utilization" to return results as if a Boolean AND was used.

"resource utilization"

Narrowing results

After you submit your search query, a list of results that best match your query is displayed. You can narrow those results using filters, also called facets. In the following example, you can see facets for three Planview products. By clicking one of these facet tiles you can further narrow your results within the selected product.

You can click the ellipsis ( ... ) that appears beneath the facets to access additional search filters. You can also expand the results to search more areas by clicking the search context bar beneath the search box.

Advanced Search

A number of additional advanced search options are available that may be useful in some situations.

The search function allows wild cards, grouping, Boolean operators, and more. Click Try It! in the examples that follow to test a live search example.

Search Type How it Works Try it!
Search with parentheses Group words and use Boolean operators to separate them.

(Reports OR Visualizations) AND Navigate

Search by date created The format is YYYYMMDDhhmmss. 
Append an asterisk (*) to search for everything within a certain date. 


Search by extension Lets you quickly find PDFs in help content.


Search special characters

Special characters must be handled differently when you search help.

The special characters you can use are as follows:
+ - && || ! ( ) { } [ ] ^ " ~ * ;: \

To escape these characters, precede the special character with a backslash (\).