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Adding and Removing Daily Notes

You can view or add daily notes, remove existing notes, and save any changes you've made.

To view daily notes:

1. Select an assignmentConnection between a resource and a project..
• On the list of projects or resources, double click an assignment to view it in the edit assignments panelA contextual panel used to manage schedules for resources and projects on the Resource and Project Planners..
• On the edit assignments panel, click an assignment name.
2. The edit assignments panel lists the daily notes for the selected assignment.
   
   
   
   

To add daily notes:

1. Follow the previous steps to view daily notes.
2. Click to add a daily note on the selected assignment.
3. A new note is created, either for today or the next day with hours entered against it.
4. Write your note.
5. Optionally, select a different date for the daily note.
6. Optionally, hide the edit assignments panel.
7. Click Save to create the Assignment Daily Note in your organizationA deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations..

To remove daily notes:

1. Follow the previous steps to view daily notes.
2. Select a daily note and click to remove it from the list.
3. Click Save to delete the Assignment Daily Note from your organization.
   Warning:

   Warning

   

   Be careful—you can't recover the deleted note or undo this action.

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