Viewing, Adding and Editing Daily Notes
You can view, edit and add daily notes to Assignments. You can enter daily notes on any assignment Connection between a resource and a project..
Viewing Daily Notes
There are various ways in which you can view the daily notes for an assignment:
- Click the Daily Note Number from the Assignment Daily Notes related list on the Assignment page.
- Depending on the timecard, click Edit Details or the Notes icon on the assignment that you want to look at in the Schedule section of a timecard A mechanism for logging time against a project or an assignment..
- Click the assignment in the project planner A graphical tool that gives you an organized, comprehensive view of projects and the resources assigned to them. or resource planner A graphical tool that gives you an organized, comprehensive view of resources and the projects to which they are assigned..
- Hover over the assignment in the Resource Planner.
- On the Resource Request page for an existing assignment, hover over the information icon in the availability table.
Adding and Editing Daily Notes
You can add and edit daily notes on an assignment using one of the methods described in this section.
On the Assignment Daily Notes related list:
- Click New Assignment Daily Note.
- Select the date you want to enter the note for.
- Enter some text in the Note field
- Click Save.
On the Schedule section of a Timecard:
- Depending on the timecard, click Edit Details or the Notes icon on the line that you want to enter daily notes for.
- Enter text in the date field to which you want to enter daily notes for.
- Click Done.
In either of the planners A term referring to the project and resource planners.:
- Select the assignment you want to add the note to.
- Click Add Note.
The Add Note popup window appears.
- Enter the date that you want to enter the note for.
- Enter some text in the Note field.
- Click Save.