Contents of the Notes Page

Use the fields and options to configure the New File Wizard Notes page.

Contents

Field Description
Name

This is the name of the file as entered on the New File dialog box. You can change the information in this field on any page of the wizard.

Owner

This field displays your user ID. Because you are creating the file, Open Plan identifies you as its owner. Only you or the security administrator can assign access rights to the file to other users. Access rights are assigned on the Access Control tab of the file’s Properties dialog box.

Description

This field displays the description of the file. While this description may have been entered on the New File dialog box, it may also be entered or changed on any page of the wizard.

Note

This text box can contain up to 29 KB of text. You can enter the text directly in this field or by using the Windows Cut (CTRL+X), Copy (CTRL+C), and Paste (CTRL+V) commands to insert text from another Windows application such as a word processor or spreadsheet.

Note: While you can use drag and drop functionality to create links in the Note field, the Windows Cut (CTRL+X), Copy (CTRL+C), and Paste (CTRL+V) commands are not available for links.
Category

This field controls the category of the note. You can select a category from the list of categories set up in the database.

Although you can attach multiple notes to a project, you can attach only one note per category.

Click to check the spelling in the note.

You can enter links to files, web pages, and email addresses by entering the information in one of the following formats:

  • File links must be entered in the format of: file://c:\document.doc
  • If the file link you enter contains spaces, you must enclose the link with angle brackets ( < > ) for the link to function properly:
 <file://C:\Documents and Settings\All Users\Desktop\test.txt>
  • Universal Resource Locators (URLs) must be entered in the format of: http://www.deltek.com
  • Email addresses must be entered in the format of: mailto:contactus@deltek.com