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Viewing, Adding and Editing Daily Notes

You can view, edit and add daily notes to Assignments. You can enter daily notes on any assignmentConnection between a resource and a project..

Note:

Note

PSA records when assignment daily notes are created, deleted or modified and the person that made the change. The information is recorded in the Last Modified Date/Time and Last Modified By data in the Assignment Daily Notes field on an assignment. This allows you to create workflows that provide email notifications when users enter assignment daily notes or modify them.

Viewing Daily Notes

There are various ways in which you can view the daily notes for an assignment:

• Click the Daily Note Number from the Assignment Daily Notes related list on the Assignment page.
• Depending on the timecard, click Edit Details or the Notes icon on the assignment that you want to look at in the Schedule section of a timecardA mechanism for logging time against a project or an assignment..
• Click the assignment in the project plannerA graphical tool that gives you an organized, comprehensive view of projects and the resources assigned to them. or resource plannerA graphical tool that gives you an organized, comprehensive view of resources and the projects to which they are assigned..
• Hover over the assignment in the Resource Planner.
• Click the time bar for the assignment in the stafferA graphical tool that allows you to add resources - and visually match resources - to resource requests. when viewing existing Assignments for a Resource.
• On the Resource Request page for an existing assignment, hover over the information icon in the availability table.

Adding and Editing Daily Notes

You can add and edit daily notes on an assignment using one of the methods described in this section.

On the Assignment Daily Notes related list:

1. Click New Assignment Daily Note.
2. Select the date you want to enter the note for.
3. Enter some text in the Note field
4. Click Save.
   

On the Schedule section of a Timecard:

1. Depending on the timecard, click Edit Details or the Notes icon on the line that you want to enter daily notes for.
2. Enter text in the date field to which you want to enter daily notes for.
3. Click Done.

In either of the plannersA term referring to the project and resource planners.:

1. Select the assignment you want to add the note to.
2. Click Add Note.

   The Add Note popup window appears.

3. Enter the date that you want to enter the note for.
4. Enter some text in the Note field.
5. Click Save.

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