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Siebel Professional Services Automation Guide > 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 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.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |