Enter Notes for a Plan Element in Project View

To enter notes for a plan work breakdown structure (WBS) element in a labor plan, display the plan in Project View and either click on the plan element's grid row if no notes exist for the element or click if notes already exist.

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

  1. In the Navigation pane, select Resource Management > Project View.
  2. In the project search field at the top of the workspace, select the project for which you want to enter notes.
  3. Expand the WBS to display the WBS element for which you want to enter notes.
  4. Do one of the following:
    • If the icon displays at the end of the row for the WBS element, click that icon.
    • If the icon does not display, hover over the row and click .
  5. Click the down arrow in the upper-right corner of the text entry field to display the toolbar that provides editing and formatting options.
  6. Enter or edit the notes.
  7. Click Save.