Notes Tab of the Resource View

Use this tab to add a note to a resource.

Contents

Field

Description

Category

From the Category drop-down list, select a category for the note. Your options are: Statement of Work — Use this category to enter notes that describe the work content of the selected resource. This field appears on Cobra reports. Basis of Estimate — Use this category to enter information about how the budget was prepared for the selected resource. This field appears on Cobra reports. <Default> — Use this option to enter a note for a default category. After adding a note, click on the Quick Access Toolbar to save the note. You can also cut or copy text from a word processor or spreadsheet and paste it on the space provided for the note in the Resources view.