Enter Notes for a WBS Element in Project Planning

To enter notes for a work breakdown structure (WBS) element in a labor plan, display the plan in Project View and either click or in the Notes column on the WBS element's grid row.

Prerequisite: To enter or display notes, the Notes column must be displayed in the grid. To select that column for display, click in the upper-right corner of the grid.

To enter or edit notes for a WBS element in a labor plan:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to enter notes.
3. Switch the Project/Plan toggle to Plan.
4. On the Actions menu, click Check Out.
5. Click the Labor tab.
6. Expand the WBS to display the WBS element for which you which you want to enter a note.
7. Do one of the following:
   • If the icon displays in the Notes column for the WBS element, click that icon to display the existing notes.
   • If the icon does not display, hover over the row and click to add a note.
8. Click <> to display the toolbar that provides editing and formatting options.
9. Enter or edit the notes.
10. Click Save.