Add a Note to a Code

Use the Notes tab of the Codes view to add a note to a code.

To add a note to a code, complete the following steps:

1. Display the Code view.
2. In the Code view, select a code in the Codes grid and click the Notes tab.
3. Use the Category drop-down list to select a category for the note.

   • Statement of Work — Select this category to enter notes that describe the work content of the selected code. This field appears on Cobra reports.

   • Basis of Estimate — Select this category to enter information about how the budget was prepared for the selected code. This field appears on Cobra reports.

   • <Default> — Select this category to enter a note for a default category.

4. Enter your note in the space provided.
5. Click on the Quick Access Toolbar to save the note.
   Note: You can also cut or copy text from a word processor or spreadsheet and paste it in the space provided for the note in the Code view.