Help System

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Notes Tab of the Resource View

Use this tab to add a note to a resource.

Contents

Field Description
Category Use this field to 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.