To add notes to a CBS code:
- From the CBS Detail window, click Add Notes.
- Enter the note and click OK. The number of Notes attached to the record will display in the lower left corner of the window.
- Click the Number link to view the notes.
To attach files to a CBS code:
From the CBS Detail window, click Attach and select one of the following options:
- My Computer: To attach a file from your local system. When you attach files from your local system.
- Primavera Unifier Folder: To attach documents from the Document Manager. The window opens, displaying the Documents files and folders. Select the files and folders to attach and click OK. (Folders are not attached; the contents of selected folders are attached in a flat list. Documents with duplicate files names will not attach.) You must have at least view permission to the folders and files within the Document Manager in order to view and attach them.