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NSC | How to create a Custom Search Portlet for Planned Time?

edited Jun 2, 2025 2:44PM in Accounting / ERP

Scenario

A user wants to create a Search Portlet for planned time so that they can easily track and manage their schedules per Project.

Solution

Create the Saved Search discussed in this article: NSC | How to create a Planned Time Saved Search per project and date range?

1.) Click Home icon to go to your Dashboard

2.) Click Personalize

3.) On the Standard Content tab of the Personalize Dashboard palette, click the Custom Search icon or drag it onto the dashboard.

4.) Set Up the Portlet by clicking the 3 dots on the top right of the portlet

5.) Select the Saved Search and click Save

Patrick Fresnosa | Advanced Accounting | SRP | Ask a Guru

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