View and add notes

You can add notes to the financial summaries of active entities.

To view or add notes to the Cost Details section or the Benefits Details section:

If you can view costs in a financial summary, you can view notes in the Cost Details section. If you can view and edit costs in a financial summary, you can add notes in the Cost Details section.

If you can view benefits in a financial summary, you can view notes in the Benefit Details section. If you can view and edit benefits in a financial summary, you can add notes in the Benefit Details section.

1. Click the Add Notes button for the desired section.

   The label on the button changes dynamically. If no notes exist, the button label is Add Notes. If notes exist, the button label displays the number of existing notes.

2. To view a note, look for notes that have already been added in the Existing Notes section.

3. To add a note, start typing in the Notes field.

   Click Save to save the note and enter another note, click Done to save the note and exit the Notes dialog, or click Cancel to exit the Notes dialog without saving the note.

   Available in 24.2 and later versions: When the Use Rich Text for User Notes feature toggle is enabled, you can add images and links as well as format text in the Notes field.