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Using Universal Search

Use Universal Search to instantly find and navigate to activities, tasks, milestones, and groups in your project, or quickly apply filters for resources and codes.

Latest Update: 5-8-2026

Universal Search is a keyboard-driven search feature, accessible from any view in your project. It searches your project's elements by name or ID, and surfaces results in real time as you type.

  • Access Universal Search from any view using a keyboard shortcut or the search icon in the toolbar

  • Selecting an element result (activity, task, milestone, or group) navigates directly to it in your project.

How to Open Universal Search

  1. Press CMD+K (Mac) or Ctrl+K (Windows) from anywhere in your project, or click the Search icon on the top of your screen, left of your project name

  2. When the search modal opens, type at least 2 characters to start seeing results

    Note: Search is not case sensitive and matches against both names and IDs

  3. Press Escape or click outside the modal to close Universal Search

Navigate to an Element

Use Universal Search to jump directly to any activity, task, milestone, or group by name or ID

  1. Open Universal Search and type the name or ID of the element you're looking for

  2. Matching results appear under the Elements section. Each result shows the element name and its WBS breadcrumb path so you know exactly where it lives in your schedule.

  3. Click on a result, or use the ↑ / ↓ arrow keys to highlight it and press Enter, to navigate directly to that element

How to Navigate to a Code in the Table

  1. Open Universal Search by pressing CMD+K (Mac) or Ctrl+K (Windows), or click the search icon in the toolbar.

  2. Type the name of the column header you're looking for. Matching table headers will appear in the results.

  3. Click the result or press Enter to navigate directly to that column in the project table.

Tips and Shortcuts

  • Use partial matches: you don't need the exact name. Type "concrete" to find "Concrete Foundation Pour"

  • Search by ID: if you know the element ID, type it directly for instant results

  • Use Escape to close the search modal without selecting a result

  • The search function works across your entire project schedule

  • Keep your hands on the keyboard: use CMD+K / Ctrl+K to open, ↑ / ↓ to navigate results, Enter to select, and Escape to close

Frequently Asked Questions

How do I open Universal Search?

Press Cmd+K on Mac or Ctrl+K on Windows and Linux. You can also click the Search button (magnifying glass) in the top navigation bar.

Can I search by activity ID?

Yes. Type the full or partial activity ID and Universal Search will return matching elements. This is useful if you have the ID from a report or communication.

What if my search returns no results?

Check the spelling of the activity or milestone name, or try a different keyword. The search uses partial matching, so fewer characters often return broader results. If the element exists in your project, a partial match should find it.

Can I search across multiple projects at once?

No. Universal Search works within a single project schedule. Open the project first, then use Universal Search to find elements within that project.

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