DT462 Project note

DI001078 Project ID

Technical ID of the project. It is automatically generated when a project is created. In contrast to the functional ID in the Project DI, it cannot be changed. It is usually hidden in the modules.

DI001094 Completed

Marks a note as completed

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  : Completed
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  : pending

• Documents (Project, Proposal) module in the Notes and Pinboard areas
• Documents (Program) module in the Notes and Pinboard areas
• Dashboard (Program) module in the Info area
• Dashboard (Project) module in the Info area

• Completed notes are hidden in the base variant of the Documents (Project, Proposal), Documents (Program) modules and in the Dashboard (Program), Dashboard (Project) modules.
• Completed notes can be viewed in the Completed Elements module variant of the above mentioned Documents module.

DI001095 Note text

Here, a note text can be written or edited.

• Documents (Project, Proposal) module in the Notes and Pinboard areas
• Documents (Program) module in the Notes and Pinboard areas

• Notes are displayed in the Dashboard (Program) and Dashboard (Project) modules but cannot be edited. They can only be set to "completed".

DI003427 Linked file

In this field you can create a link to a file.

Insert file

• Right-click on the Linked file field and select the Insert context menu command.
• Click on the Search button in the Insert hyperlink window.
• Select the required file and click on the Open button.
• Confirm with OK.
• Save.

Details

• It is also possible to directly insert files from, e.g., the Windows explorer or files attached to e-mails via Drag&Drop.

DI007002 Type

DI065516 Type

Note type (incarnation field) of a project (idea, proposal, program) By determining the note type you can define whether or not the note is to be displayed in the Dashboard module of the respective planning object (Dashboard (Project), Dashboard (Program)).

• General
• show in dashboard

• Documents (Project) in the Notes area,
• Documents (Program) in the Notes area,

DI041418 Date

Date on which the note was created.

• Documents (Project, Proposal) in the Pinboard area,
• Documents (Program) in the Pinboard area,

DI057955 Archive

Parameter, with which notes can be marked as archived / not archived

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  - Note will be archived
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  - Note will not be archived

• Documents (Project, Proposal) module in the Notes and Pinboard areas
• Documents (Program) module in the Notes and Pinboard areas

• Completed notes are hidden in the base variant of the Documents (Project, Proposal), Documents (Program) modules and in the Dashboard (Program), Dashboard (Project) modules.
• Archived notes can be viewed in the Archived Elements module variant of the above mentioned Documents modules.