Siebel Professional Services Automation Guide > Project Management > End-User Procedures for Project Management >
Adding a Note to a Project
End users can add both public and private notes to a project. Notes allow for the sharing of information among project teams. They can also act as a personal journal for a project. Private notes can only be viewed by the users who created them. End users can also create a hierarchy of notes, somewhat like a discussion group using the Parent Note field. To add a public or private note
- Navigate to the Projects screen.
- From the visibility filter, select the appropriate view.
- Drill down on the Name field hyperlink for a selected project record that you want to associate the note with.
- Click the Notes view tab.
- In the Notes link bar, click the Public Notes link or Private Notes link.
- In the Note Detail form, create a new record.
- Complete the fields.
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Parent Note |
A hierarchy of notes can be created, somewhat like a discussion group. One note could be a response to or related to another note, and thus would be a child. The other note would be a parent note. |
Type |
Type of note being created. |
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