Adding and Removing Daily Notes

You can view or add daily notes, remove existing notes, and save any changes you've made.

To view daily notes:

1. Select an assignment Connection between a resource and a project..
• On the list of projects or resources, double click an assignment to view it in the edit assignments panel A contextual panel used to manage schedules for resources and projects on the Resource and Project Planners..
• On the edit assignments panel, click an assignment name.
2. The edit assignments panel lists the daily notes for the selected assignment.
   
   
   
   

To add daily notes:

1. Follow the previous steps to view daily notes.
2. Click to add a daily note on the selected assignment.
3. A new note is created, either for today or the next day with hours entered against it.
4. Write your note.
5. Optionally, select a different date for the daily note.
6. Optionally, hide the edit assignments panel.
7. Click Save to create the Assignment Daily Note in your organization A deployment of the Salesforce/Certinia applications with a defined set of licensed users. Your organization (org) includes all of your data and applications, and is separate from all other orgs..

To remove daily notes:

1. Follow the previous steps to view daily notes.
2. Select a daily note and click to remove it from the list.
3. Click Save to delete the Assignment Daily Note from your organization.
   Warning:

   You cannot recover the deleted note or undo this action.