Adding PM Notes

The Submitter or Project Manager can add Project Management notes for a submission.

To add PM Notes:

  1. Open the Project Director dashboard (Active folder) and select a submission.
  2. Click PM Notes under the manage tab as shown in the screenshot below.

    The PM Notes dialog box appears. The existing notes will appear in the Added Notes box.

  3. Add notes in the Please Add Notes box and click OK.

    The PM notes are added to the submission and a green check mark appears under the PM Notes column on the dashboard.

Parent topic: Using Advanced Features