Project Notes

Genesis and Express editions only.

Project Notes allows you to create notes that relate to the project, allowing you to convey necessary information to other users that will assist them in working on the project. For example, hyperlinks to supporting documentation.

Project Notes window

Users can add or edit information in the Project Notes window by clicking the Edit button  in the ribbon menu. Users can view the Project Notes report from the ribbon menu.

Project Notes – context menu

A small menu above the notes section provides a range of formatting options. A number of actions can also be accessed from the right-click context menu, such as:

OPTION

DESCRIPTION

Bookmarking

Creates anchor points within the project notes for quick and easy access.

Hyperlinking

Provides the ability to create links to local or network-based files, as well as links to required websites.

New Comment

Useful for conveying supplementary information regarding the task.

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