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:

  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 field 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.