Notes area

You can add notes to entities in PPM to capture additional information.

Entities with Notes area

The following are some PPM entities that include a Notes area for capturing additional information. Other entities not listed here but also have a Notes are mentioned in the relevant sections of the help center.

  • Requests

  • Projects

  • Programs

  • Staffing profiles

  • Financial summaries

  • Time sheets

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Rich text formatting in Notes area

Available in 24.2 and later versions

When the Use Rich Text for User Notes feature toggle is turned on, you can add images, links, and format text in the Notes area.

Note: In 24.2, rich text formatting is available for the notes area of all entities except those in programs. In 24.3, it is extended to include the notes area in programs.

After adding images, links, or applying rich text in the Notes area, if the feature toggle is turned off, only the text remains without the images, links, or formatting.

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