Enter Notes for a WBS Element in a Plan

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

To enter or edit notes for a WBS element in a plan, complete the following steps:

1. In the Resource Planning workspace, click to go to the Project View.
2. In the project search field at the top of the workspace, select the project or opportunity for which you want to enter notes.
3. Expand the WBS to display the WBS element for which you 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 to display toolbars that provide editing and formatting options.
6. Click Save.