The Notes tab of the Project Center screen displays project-related notes in the grid. You can apply filters to view selective notes. See Notes Overview for further details.
The following are descriptions of fields on this screen:
Period:
The period for which you want to view the project notes. You can choose to view notes for This Month, All, Custom period, etc. If you choose Custom, you must specify the desired date range in the From-To fields.
Show Active Notes Only:
The check box is selected by default and the grid displays only active notes. If the check box is not selected, all the project notes are displayed in the grid.
Show Notes for Child Projects:
When selected, you can view notes for the project phases as well. Otherwise, the grid displays only the parent project notes.
Notes
Based on the note selected in the grid, the Notes field displays the entire description. You can update the details, if required. Type as much text as desired or use Auto Complete shorthand codes to insert standard text.
Time/Date Stamp
:
Click this icon to insert date and time details into a note.
Active:
The status of the note—whether active or not. This is an editable field and hence you can update the status of a note here.
Grid
Date:
The date when a note was created.
Employee ID:
The ID of the employee who created the note.
Notes Category:
Displays the notes category or type. It can be Project, Billing Review, Invoice Review, Payment, etc. depending upon the screen from where the note was created.
Active:
The status of the note—whether active or not.
Notes Button Panel
Help:
Click to access Web Suite Help.
Print:
Opens the Select a Report screen to allow you to select the desired in-context report. From this screen, you can print, preview or cancel the report.
Options:
Attachments:
You can click the link to attach files and web links to a note. For example, you might want to scan and attach some additional details of a project for reference. You can add and save files for the selected notes from the Attachments screen. The link also displays the number of files () already linked with a note.
Add Category:
You can click the link to add a notes category or type.
New:
Opens the Add Project Note screen to create a new project note.
Refresh:
Retrieves the latest data from the database and displays it on the screen.