Use this tab to add a note to a resource.
Contents
Field | Description |
Category
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From the
Category drop-down list, select a category for the note. Your options are:
- Statement of Work: Use this category to enter notes that describe the work content of the selected resource. This field appears on Cobra reports.
- Basis of Estimate: Use this category to enter information about how the budget was prepared for the selected resource. This field appears on Cobra reports.
- <Default>: Use this option to enter a note for a default category.
After adding a note, click
on the Quick Access Toolbar to save the note. You can also cut or copy text from a word processor or spreadsheet and paste it on the space provided for the note in the Resources view.
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