Create Notes About Projects in Resource Planning

Objective

To create notes about projects in Resource Planning.

Background

In Resource Planning, you can leave notes about projects. By default, notes are visibile to anyone with access to project notes. However, notes can be marked private so that only the creator of the note can view it.

Things to Consider

• Required User Permissions
• By default, notes can be viewed by anyone with granular permissions to 'View Project Notes'.
• Notes that are marked 'private' can only be viewed by the note's creator.

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click Projects and select Project List.
3. Click the project name of the project you want to edit.
4. Click the Notes tab.
5. Click Add Note.
6. Enter your note.
7. Optional: Click Upload File to add an attachment.
8. Optional: Mark the Private checkbox if only you should be able to view the note.
9. Click Save.

See Also

• Edit Project Details in Resource Planning