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Siebel Professional Services Automation Guide > Project Management >

Adding a Note to a Project

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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 Show drop-down list, select the appropriate view.
In the Projects list, select the project with which the note will be associated.
Click the Notes view tab.
From the Show drop-down list in the Notes view, choose Public Notes or Private Notes.
In the Note Detail form, add a new record.
Complete the fields.

Field	Comments
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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