Enter Notes for a Plan Element in Project Planning
To enter notes for a work breakdown structure (WBS) element in a project plan, display the plan on the Plan form in the Projects hub 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 project plan:
- In the Navigation pane, select .
- At the top of the Plan form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to enter notes.
- On the Actions bar, click Check Out.
- Click on any of the tabs except the Schedule tab.
- Expand the WBS to display the WBS element row for which you want to enter a note.
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Do one of the following:
- If the icon displays in the Notes column for the plan element, click that icon to review or edit the existing notes.
- If the icon does not display, hover over the row and click to add a note.
- Click the down arrow in the upper-right corner of the text entry field to display the toolbar that provides editing and formatting options.
- Enter or edit the notes.
- Click Save.
Parent Topic: How to...