Add Project Notes

To add project notes on the Projects tab in the company's Portfolio tool.

• Required User Permissions:

  • 'Admin' level permissions on the company's Portfolio tool.

• Additional Information:

  • This task can also be completed by users with the appropriate permissions on the project's Home page or in the Project level Admin tool. See Configure Advanced Settings: Project Home or Configure Settings: Project Admin.

  • A project's notes are viewable in the company's Portfolio tool by anyone who has access to the project.

1. Navigate to the company's Portfolio tool.

2. Click the Projects tab.

3. Click the list icon.

4. Click into the editable field in the Notes column for the relevant project.
   
   
   

5. Click anywhere on the screen outside of the field. Your changes are saved automatically.