Notes Tab of the Application Preferences Dialog Box

Use this tab to create different types of note categories that you can use to enter notes against individual control accounts, work packages, codes, and resources within Analyze.

Warning: When you make changes on this tab of the Application Preferences dialog box, you must exit Cobra for changes to take effect. You must also stop and restart all Cobra Web Service instances, including those that are deployed in PM Compass.

The note categories you create are used system-wide and are available for all projects.  All notes must be assigned to a category.

After you create a note category, you can click the Notes tab on an opened project, resource file, or code file to enter notes against a category on an individual control account, work package, resource, and code within these opened files.

Contents

Field	Description
Note Type	Use this field to filter the Category grid. Note categories can be created against different file types in Cobra.  Select one of the following options from the drop-down list: Variance Narrative: Select this option if you want to use the note category when entering variances on the Analyze Project dialog box. Categories of this type can apply and are available only on the Analyze Project dialog box and the IPMR Format 5 report. Control Account: Select this option if you want to use the note category when entering notes at the control account level of the project. Categories of this type apply and are available only for control accounts. Work Package: Select this option if you want to use the note category when entering notes at the work package level of the project. Categories of this type apply and are available only for work packages. Codes: Select this option if you want to use the note category when entering notes on the codes in a code file. Categories of this type apply and are available only for codes. Resources: Select this option if you want to use the note category when entering notes on the resources in a resource file. Categories of this type apply and are available only for resources.
Categories	This grid displays the note category name.
New	Click this button to create a new note category.
Edit	Select a note category from the Categories grid and click this button to edit the category.
Delete	Select a note category from the Categories grid and click this button to delete the category. A message displays, confirming the deletion. Click Yes to delete all notes associated with the category for all projects using project level notes.

Note: If you delete all note categories for a particular note type from the Notes tab, you will be unable to enter notes.