Projects - Logs - Notes

The Projects - Logs - Notes portal shows a chronological history of all notes associated with a project.

Filters

Use the portal filters to limit the displayed information to only notes of interest.

• Click Clear to undo applied filters.

Action

New:

Select to create a new note.

List:

Select to display a list view displaying all notes in the portal.

Find:

Select to search for existing notes.

Help:

Opens the ArchiOffice Online Help in the Projects - Logs section.

Add

Click to add additional notes.

Grid

Edit :

Click on the row to view or edit details of the listed Notes.

Date:

The date on which a note was added.

Time:

The time stamp for which the note was added.

By:

The employee who created the note.

Type:

The note type (for example, phone call, meeting, etc.).

• Note types are created using the Preferences - Project - Defaults screen.

Contact:

Individuals associated with the note (for example, employees or consultants). When creating a new note, ArchiOffice Online pre-fills the default contact name but you can change it.

Description:

Descriptive detail for the note.

Delete :

Click to remove the selected item from the portal.

• Any column header can be selected to sort information by that category.

Button Panel

Search :

Use this search field to quickly locate projects. The field's predictive search instantly display results as you type in this field.

Active only:

Mark this check box to search only the active projects.

Previous:

Click to display the previous project record.

Next:

Click to display the next project record.

Help:

Opens the ArchiOffice Online Help in the Projects section.

Action

New:

Select to create a new project.

Duplicate:

Select to duplicate an active project record.

Delete:

Select to delete a project. This is a secure privilege available only when specifically allowed in the Preferences screen.

My List:

Select to view projects assigned to you.

List

Select to view a list of all the projects.

Find:

Use this option to locate projects matching specific criteria, with the resulting Found Set displayed in the List View.

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.