Viewing and Adding Notes

If you can view the financial summary of an organization unit, you can view its notes. If you can modify the approved budget in a financial summary of an organization unit, you can modify its notes. See the Security Model Guide and Reference for more information.

See Access Rights to View and Edit an Organization Unit Financial Summary and the Security Model Guide and Reference for more information.

To view or add notes to the financial summary:

  1. Click the Add Notes button.

    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.