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

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the note will be associated.
  4. Click the Notes view tab.
  5. From the Show drop-down list in the Notes view, choose Public Notes or Private Notes.
  6. In the Note Detail form, add a new record.
  7. Complete the fields.
  8. Field
    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 of note being created.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003