Contents of the Notes Window
Use the contents of this window to view and manage the notes in your A/E firm's project.
Options
In this window, the following options are available:
Option | Description |
---|---|
Notes | This displays the number of available notes in the project. |
+ Add Note | Click this button to add a new note in the Add Note window. |
Filter Notes | Click this button to display or hide the filters for project notes. |
Filters
In this window, the following filter fields are available:
Filter | Description |
---|---|
Note Name | Filter the notes by name. Enter the name of the project note. |
Created By | Filter the notes by the user who created the note. Enter the name of the user.
The default value is your name. |
Note Type | Filter the notes by its type such as the associated project or project element to which the note refers. Enter any of the following values:
The default value is the currently selected project element in the Project Elements pane in the origin project workspace (from where you opened the Notes window). |
Last Modified (MM/DD/YYYY) | Filter notes by when a user last modified it. Enter the date in this format: MM/DD/YYYY |
Note Boards
In this window, the following boards are available:
Board | Description |
---|---|
New | This board contains the project notes that are new or refers to work that the project team has not started. The label of this board also indicates the number of project notes that are new. |
In Progress | This board contains the project notes that are in progress or refers to work that the project team is currently performing. The label of this board also indicates the number of project notes that are in progress. |
Complete | This board contains the project notes that are complete or refers to work that the project team has completed. |
The project notes display as note cards.
Parent Topic: Notes Window