NOTES

If you use roles, use this tab to specify the role a user must have to enter notes on the Notes tab of the Manage Project Master Data screen for this template ID.

If you leave the role blank, any user can enter the billing format.

If you use quick project templates on the Manage Project Master Data screen, complete the setup on this tab before you enter a project on the Manage Project Master Data screen or the Create Projects screen.

Set up roles on the Manage Workflow Roles screen.

Notes Role

If you use roles, enter, or click to select, the role that a user must have to enter notes on the Notes tab of the Manage Project Master Data screen for this template ID.

If you leave the Notes Role field blank, any user can enter notes.