How Do I Create Project Notes?

To create a project note:

1. Open Project Notes screen from the Management menu.
   
   You can also add notes on the Project Center-Notes tab.
   
2. Click New to create a new Project Note.
3. Select the Project ID for which you are recording a note.
4. Select a Date for the Project Note or choose one from the drop-down calendar.
5. Choose a Category, such as General, Time Entry, etc. or any new category created by you, like Opportunities. This depends on what type of note you want to create.
6. Next, type your Note. Type as much text as desired or use Auto Complete shorthand codes to insert standard text. Click the Date and Time stamp icon to insert the date and time when the note was created.
7. Click Attachments to attach a file to this note. You might include a video of infrastructure damage your client wants fixed, a photo of damage done at a site by a subcontractor, or scanned soil or metallurgy test results with your conclusions in the note.
8. When you have finished, click Save and then Return.

All Project Notes display in the grid. You can view and edit previous notes using the View By and Period criteria.