If you want to add a note category in the schedule source system where the schedule notes belong and to where they will be posted after the progress data is approved, you first need to define it in User Defined Data.
To define a note category:
On the Navigation menu, click Administration ยป User-Defined Data.
In the Area field, select Schedule.
On the Source Fields tab, click Insert.
In the Table column, select Activity Notes.
In the Open Plan Field Name column, select an existing note category or select Default Note Category. If you are not using Open Plan, select the Default Note Category.
In the <Schedule Tool> Field Name column, select the note category.
In the Label column, enter a label name for the note.
Click Save.
The next step is to specify the source system note category in System Settings. When configured, the Schedule Note Category field on the System Settings Progress tab lists note categories from both Primavera P6 and Open Plan using the entry in the Label column as the note category name.
Specify the Source System Note Category