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> Project Accounting / Enter or amend project details / Memos

Add memos to projects

About the Memos tab

This tab is only available for items that are set to display memos. To display this tab, the Record memo information option needs to be enabled for this item type or level on its Display features tab.

You can record memos to add notes about projects, groups and project items.

To enter memos

Open: Project Accounting > Amend Project.

  1. Select the Memo tab.
  2. To add a new memo, click Add.
  3. To view or change the selected memo, click Edit.
  4. To remove the selected memo, click Delete.

  5. If a memo is no longer relevant (e.g. if it was a reminder for a task that has been completed), you can mark the memo as inactive.

    To mark a memo as inactive, click Set as Inactive.

  6. To display a pane showing the text of the selected memo', enable Show detail.
See also

Steps in this task

Enter or amend project details

Enter or amend project contact information

Enter or amend costs and charges for projects

Overview

Designing a project structure

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