This article explains how to use the Find Plan field to search for plans in your Portfolio.
Important
The Portfolio-level search / Find Plan field is tied to the Advanced Portfolio Filtering functionality released in May 2024. To use the new Portfolio-level search, you need to have Advanced Portfolio Filtering enabled. See Enable Advanced Portfolio Filtering for instructions.
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Enter part, or all, of your desired plan name into the Find Plan field.
Note
The search only works for plan names. It does not search other plan fields.
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Click the magnifying glass icon, or press Enter on your keyboard to search. Plans that match your search will be displayed in a list for easy access.
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