Projects - Logs - Notes

See Also

 

The Projects - Notes portal shows a chronological history of all notes associated with a project.

 

 

Filters

Use the portal filters to limit the displayed information to only notes of interest.

Action

 

New:

Select to create a new note.

 

List:

Select to display a list view of all notes in the portal.

 

Find:

Select to search for existing notes.

 

Help:

Opens the EngineerOffice Help in the Projects section.

 

Add

Click to add additional notes.

 

Grid

Edit:

Click on the row to view or edit details of the listed Notes..

 

Date:

The date on which a note was added.

 

Time:

The time stamp for which the note was added.

 

By:

The employee who created the note.

 

Type:

The note type (for example, phone call, meeting, etc.).

Contact:

Individuals associated with the note (for example, employees or consultants). When creating a new note, EngineerOffice pre-fills the default contact name but you can change it.

 

Description:

Descriptive detail for the note.

 

Delete :

Click to remove the selected item from the portal.

Button Panel

Search :

Use this search field to quickly locate projects. The field's predictive search instantly display results as you type in this field.

 

Active only:

Mark this check box to search only the active projects.

 

Previous:

Click to display the previous project record.

 

Next:

Click to display the next project record.

 

Help:

Opens the EngineerOffice 2016 Help in the Projects section.

 

Action

 

New:

Select to create a new project.

 

Duplicate:

Select to duplicate an active project record.

 

Delete:

Select to delete a project. This is a secure privilege available only when specifically allowed in the Preferences screen.

 

My List:

Select to view projects assigned to you.

 

List

Select to view a list of all projects.

 

Find:

Use this option to locate projects matching specific criteria, with the resulting Found Set displayed in the List View.

 

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.

See Also