Resources › Update the Resource Data › Add Notes

Add Notes

Notes let you record project-specific information for yourself or for other staff members. Use the Notes tab on the Project Properties, Task Properties, and the Resource Properties dialogs to record the information. You can view, add, edit, and remove notes. You can also change the notes categories, as well as see historical comments. The list of notes display in the History grid.

Follow these steps:

1. Open the Project Properties, Task Properties, or the Resource Properties dialog.
2. Open the Notes tab.
3. Complete the following steps and click OK.
   1. Enter the notes in the text box.
   2. Enter or select a category with which the note is associated from the Category drop-down list.

      Note: If you add a new notes category, specify a global file location to make it available for future use.

   3. Click Add.

To edit, select the note you want to modify from the History grid, and click Modify to complete one of the following steps:

• To change the content of the note, change the data in the text field, and click Modify.
• To change the note's category, enter or select a category from the Category drop-down list.

More information:

Update the Resource Data

View a List of Notes

Associate Notes with Note Categories

Delete Notes

Define the File Location