Viewing and Adding Notes in the Details Window

  1. Select the project asset or object to which you want to view or add a note.
  2. In the Details window, click the Notes bar. The Notes explorer button and any previously added notes appears.
  3. To add notes, click Notes explorer. The Notes/Discussion window opens.
  4. Click the New note button. The Notes form opens.
  5. Enter the notes information for each category for the following:
    1. Name: Type a descriptive name for the note.
    2. Status: Select a status for the note.
    3. Owner: Select an owner of the note.
    4. Details: Type detailed instructions or information.
  6. Click Save. The Notes table displays the information that you added.
  7. Click X (Close). The Notes/Discussion window closes. The new notes displays in the Notes category on the Details window.