Searching Across All Project Data

Overview

Cross-Project search supports discovery and governance reviews.

Console can surface related items when the location is unknown.

Key Concepts

• Cross-Project query: query that spans more than one Project
• Result scope: Organization and Project boundaries applied to results
• Source links: traceable links to the underlying items

How It’s Used

Use cross-Project search for portfolio-style questions.

Use it to find repeated decisions and common blockers across delivery work.

Benefits

• Faster discovery across Projects
• Better reuse of prior decisions and patterns
• Earlier visibility into cross-team delivery risk

Setup Steps

1

Confirm Organization access

Confirm access exists for the intended Organization and Projects.

2

Run a cross-Project query

Use a query such as:

• blocked tasks across all projects
• requirements approved this month
• tests failing in acceptance testing

3

Validate sources and capture follow-ups

Open source links and capture follow-up tasks in the correct Project.

Best Practices

• Keep Process and System naming consistent across Projects.
• Use Segment Types for consistent reporting dimensions.
• Convert high-signal findings into tasks and Save Views.

Summary

Cross-Project search is strongest when scope is consistent and sources are verified.