Create a Project Note
You can create a project note by going to Project Managment > Programs > PM Notes.
- From the PM Notes form, click the New Record (
) icon.
By default, the system assigns the note the next available sequence number. This is the number that displays in the Sequence field. - In the Summary field, enter a summary for the project note.
- In the Status field, enter the status of the note or accept the defaulted status. Press F4 to select from a list of valid statuses.
- In the Firm field, enter the firm to which this project note applies or press F4 to select from a list of valid firms.
- In the Firm Contact field, enter the contact to which this project note applies or press F4 to select from a list of valid firm contacts.
-
On the Notes tab (or Notes field
if in Grid view), enter any relevant notes.
-
Double-click on the Notes tab
The Time Stamp Notes form displays.
- In the lower portion of the form, enter any applicable notes.
-
Click Add.
The notes are saved and added to the upper portion of the form.
- Close the form.
-
Double-click on the Notes tab
-
If applicable, assign
one or more reviewers to the project note for review.Open the Reviewers tab. Use
this tab to assign one or more reviewers to a project note entry for review.
When a reviewer is assigned to a project note, an email is sent notifying the
reviewer that they have a note to review.
- Click on the Reviewers tab.
- In the Reviewer field, enter a reviewer or press F4 to select from a list of valid reviewers.
- Leave the Status field set to New. The reviewer will change this field to Reviewed once they have completed their review.
- Save the project note record.