Add Additional Note Categories

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.

Cobra Users

To define a new note category in Cobra:

1. Access Cobra.

2. Navigate to Tools » Configure » Notes.

3. Select a Note Type of Control Account or Work Package.

4. Below the Category text box, select New.

5. Enter the name of the new note category.

6. 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.  

Open Plan Users

To define a new note category in Open Plan:

1. Access Open Plan.

2. Navigate to Tools » Note Categories.

3. Select Table Activity.

4. Below the Category text box, select New.

5. Enter the name of the new note category.

6. 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.

What do you want to do?

Add note categories to the Notes tab

View the default note categories

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