In order for additional note categories to the Change Details Notes tab, they need to be defined in Cobra and Open Plan, then configured as source fields in User-Defined Data.
To define a new note category in Cobra, complete the following steps:
Access Cobra.
Navigate to Tools » Configure » Notes.
Select a Note Type of Control Account or Work Package.
Below the Category text box, select New.
Enter the name of the new note category.
Click OK.
After defining the new note category, you must add the note category to PM Compass User Defined Data in order for it to be available on the Notes tab.
To define a new note category in Open Plan, complete the following steps:
Access Open Plan.
Navigate to Tools » Note Categories.
Select Table Activity.
Below the Category text box, select New.
Enter the name of the new note category.
Click OK.
After defining the new note category, you must add it to PM Compass User-Defined-Data in order for it to be available on the Notes tab.
Add note categories to the Notes tab
View the default note categories