Project Note Business Process
Use the Project Note business process to capture generic notes for a project, which are not tied to a business process.
Characteristics
This is a Project-level business process without a workflow, provided in the system template.
Record Statuses
Open | non-terminal status |
|---|---|
Closed | non-terminal status |
Creating a Project Note Record
Create a Project Note record by navigating to Project Management / Project Note on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.
Complete the Project Note form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your Project tab and switch to User mode.
- In the left Navigator, select Project Management, and then select Project Note.
- On the Project Note page, click Create. Complete the form. You can click Save at any time to create a record and keep it in editable mode.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Submit.
Completing the Project Note Form
Key Information
Key Information about this Note
Field Name | Access | Description |
|---|---|---|
Title | Required | Enter a title. |
Note Type | Editable | Defines the type of Project Note. This feeds the auto-sequence number in the Record Information block. |
Note
Field Name | Access | Description |
|---|---|---|
Note | Editable | Main note content |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Creator | Read-Only | Creator of this record |
Record Last Update Date | Read-Only | Date that the record was last updated |
Creation Date | Read-Only | Date that the record was created |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Status | Required | Status of the project |
Project Name | Read-Only | Name of the project |
Project Number | Read-Only | Unique Project Number |
Last Published Wednesday, April 9, 2025