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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

The Planview Customer Success Center helps you find the information you need using standard search engine behavior.

Search Context

The Planview Customer Success Center's search capability offers results across the entire site. It also allows you to refine your search through various methods:

From home page: Choose your product to filter results for your product, or select "All" to search without filters. 



If you choose to search using the "All" selection, you will get results for all Planview products in all areas of the Customer Success Center. If you want only results for a specific application, select it from the drop-down menu.


From product page: If you are searching from a product page, your search results will be automatically faceted to the respective product. 



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. When a single term is a common word or used in multiple areas of an application, you may see more results than you want.
  • A phrase is a group of two or more words surrounded by double quotes such as "resource planning" or "creating new users." Using a phrase can help narrow results down to what you want to find.

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

Words vs Phrases

Searches can be performed by entering a word or a phrase into the search field.

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 locations (1), products (2), and/or language (3).


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 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 (\).