Add, edit, and delete text notes

You can add text notes to the various objects in your process plan that can be viewed by others in your organization as they work with the plan. These notes can also be edited and deleted, and can be printed with the Report Generator application.

To open the Notes dialog box:

Procedure

1. Select an object using one of the following:

Select an object from the tree hierarchy in a structure view.

Click one of the boxes in the PERT view.

2. From the Edit menu, choose Notes, or click the Notes button on the toolbar.The Notes dialog box is displayed.

3. Perform one of the following:

Action

Steps

Add a new note

From the Create list, choose the type of note to be created.

Type the text of the note.

Click OK.

Edit a note

From the Existing Notes list, choose the type of note to be edited.

Change the text, as necessary, in the description area. When you are done, click OK.

Delete a note

From the Existing Notes list, choose the type of note to be deleted.

Click Remove.