Viewing and Adding Notes

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.

For more information, see Access Rights to View and Edit a Program Financial Summary and the Security Model Guide and Reference.

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

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

    Note: 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.

    The Notes dialog appears.

  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.