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Notes For Resources


Introduction

Your team is able to add notes to each resource to describe changes made or comment on issues. The feature is available also for tasks and projects.

Must-know about this feature

Notes cannot be edited or deleted. Contact our support team if a problem occurs. 

View resource notes

  1. Click on the title of a resource (in the chart or in the list view)
  2. This will open the resource dialog.
  3. Click on 'Notes'
  4. 'Notes' section can be found below 'Custom data fields' section.

  5. Type your text into the text-box and hit 'Add note'
  6. Once added, you can see it on the right.

Some resource planning gurus change resource groups if they need to. If you are one of them or someone at your organization is, you can use resource history to see what the initial group was and when the switch was made. 

Resources >

Notes For Resources