How to Add and Manage Notes for Cost Codes in Your Project.

Introduction: In project management, keeping track of various cost codes and associated notes is crucial for effective planning and decision-making. Our platform offers a convenient way to add, manage, and access notes against cost codes, ensuring transparency and clarity throughout the project lifecycle. This guide will walk you through the process of adding notes to cost codes and efficiently managing them within your project.

Adding a Note to a Cost Code:

1. Navigate to the "Manage Project Plan" tab of your project.
2. Locate the desired cost code for which you want to add a note.
3. Click on the three dots (...) next to the cost code to reveal additional options.
4. Select the "Add Note" option from the dropdown menu.

Viewing and Managing Notes:

1. For admin users, notes can be viewed by clicking on the cost code under the ID section located to the left of the project plan.
2. This action will direct you to the notes section within the project, where all notes associated with cost codes are displayed.
3. Here, you can perform various actions such as viewing, editing, or deleting notes.
4. Additionally, you can export the notes to a PDF format for external sharing or documentation purposes.

Searching and Filtering Notes:

1. Within the notes section, you can utilise search functionalities to find specific notes based on keywords or authors.
2. Filter notes by category or cost code to streamline your search and focus on relevant information.
3. This feature enables quick access to specific notes, enhancing efficiency and productivity in project management.

Adding Notes from the Notes Section:

1. From the notes section, you can also add new notes by selecting from the available category list.
2. Simply choose the appropriate category and provide the relevant information in the note.
3. Ensure that all notes associated with a cost code are added and managed through the "Manage Project Plan" tab for consistency and organisation.

Conclusion: Effectively managing notes against cost codes is essential for maintaining transparency, facilitating communication, and supporting informed decision-making in project management. By following the steps outlined in this guide, you can seamlessly add, manage, and access notes within your project, contributing to its overall success and efficiency.