Add a Note to a Portfolio

This article details how to view the projects summary under a portfolio.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Portfolios.
  4. Select a portfolio by clicking on it's Name.
  5. From the General tab of the Portfolio Edit page, click Notes.
  6. On the Note Entries page, click the New button.

    Click New

  7. From the Add Note dialog box select a note Type from the following available options:
    1. Alert
    2. Hourly
    3. Invoice
    4. Notice
    5. R&D
    6. Rejection
    7. Specifications
    8. Status
  8. Enter your note in the Note box.

  9. Note: You can customize the message body using the Rich Text Editor. For formatting options and features, see Rich Text Editor.

  10. Select one of the following:
    1. Cancel: To cancel your changes and to return to the previous page.
    2. Save & New: To save the Note and create a new one.
    3. Save & Continue: To save the Note and continue editing it.
    4. Save & Close: To save the Note and close the dialogue box.

      Enter the note

      Note: When creating a new Note, You must save the Note to be able to access the Note Attachments tab. Refer to Add Attachments to a Note and Add Links to a Note for further details.

  11. On the Note Entries page, view the added note, with its respective text, Modified by user, Date Modified and Type.

    Click New

    Note: The Date Modified column displays the date/time according to the Time zone of the Active Site associated with the logged User.

  12. Click Back to return to the previous page.

Viewing and Managing Notes

Click New

  1. Note that a counter is present on the Note tab, indicating the total number of Notes present for your Portfolio.
  2. Searches can be performed based on Note Type, Modified by or Created by criteria.
  3. Upon returning to the Notes tab you will notice a counter on the attachment icon against your Note, indicating the number of attachments.
  4. Hover over the Note column to preview the content.

    Note: Formatting is not displayed in this preview.