Search for Plans in your Portfolio

  • Updated

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.

  1. 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.

    Portfolio_Search_Locate_Find_Plans_Field.png

  2. 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.

    Portfolio_Search_list_of_matching_plans.png

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