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.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Project Management, and then select Project Note.
  3. 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.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. 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