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Viewing, Adding and Editing Daily Notes

You can view, edit and add daily notes to Assignments. You can enter daily notes on any assignment.

Viewing Daily Notes

There are various ways in which you can view the daily notes for an assignment:

• Click the Daily Note Number on the Assignment page, via the Assignment Daily Notes related list.
• Click Edit Details on the assignment that you want to look at in the Schedule section of the a Timecard .
• Click the assignment in the Project or Resource Planner.
• Hover over the assignment in the Resource Planner.
• Click the time bar for the assignment in the Staffer when viewing existing Assignments for a Resource.
• 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:

1. Click New Assignment Daily Note.
2. Select the date you want to enter the note for.
3. Enter some text in the Note field
4. Click Save.
   

On the Schedule portion of a Timecard:

1. Click Edit Details on the row that you want to enter daily notes for.
2. Enter text in the date field to which you want to enter daily notes for.
3. Click Done.

In the Project or Resource Planner:

1. Select the assignment you want to add the note to.
2. Click Add Note.

   The Add Note popup window appears.

3. Enter the date that you want to enter the note for.
4. Enter some text in the Note field.
5. Click Save.

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