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Timesheet Notes Portlet

Team members, project managers, and resource managers may add notes to timesheets to communicate with one another regarding the timesheet. Notes can be added for the entire timesheet, or for a single timesheet entry.

The Timesheet Notes portlet lists notes attached to a single timesheet entry.

To access this portlet, open Home, and from Resource Management, select Timesheet Overview. Click the Timesheet Details icon to drill down to the Investment Timesheet Review portlet on the Timesheet Details page. Click the icon in the Notes Attached column to drill down to the Timesheet Notes page.

The following fields appear on this portlet:

Note

Displays the note attached to the timesheet.

Category

Displays the note category.

Task

Displays the task associated to the note.

Created By

Displays the resource responsible for creating the note.

Created Date

Displays the date that the note was created.

Modified By

Displays the resource responsible for modifying the note.

Modified Date

Displays the date that the note was modified.