Add a Note to a Code
Use the Notes tab of the Codes view to add a note to a code.
To add a note to a code:
Display the Code view.
In the Code view, select a code in the Codes grid and click the Notes tab.
Use the Category field to select a category for the note.
- Statement of Work: Select this category to enter notes that describe the work content of the selected code. This field appears on Cobra reports.
- Basis of Estimate: Select this category to enter information about how the budget was prepared for the selected code. This field appears on Cobra reports.
- <Default>: Select this category to enter a note for a default category.
Enter your note in the space provided.
Click
on the Quick Access toolbar to save the note.Note: You can also cut or copy text from a word processor or spreadsheet and paste it in the space provided for the note in the Code view.
How to...
Display the Code View using the Codes Group Bar
Display the Code View using the Cobra Button
Learn more about...