Adding notes to work breakdown structure values

You can add notes to work breakdown structure (WBS) values to keep important details, decisions, and reminders easily accessible.

Add a note to a WBS value

1. Enter the project's bid room and select Work Breakdowns.

   Admins and Librarians can also go to Libraries > Work Breakdowns.

2. Select the appropriate WBS from the list.

3. In the Work Breakdown Values section, select the ellipsis icon () next to the relevant WBS value and select Notes.

4. Enter your notes in the available field.

5. Select OK.

View or update a WBS value's note

1. Enter the project's bid room and select Work Breakdowns.

   Admins and Librarians can also go to Libraries > Work Breakdowns.

2. Select the appropriate WBS from the list.

3. In the Work Breakdown Values section, select the note icon () next to the relevant WBS value.

4. Do the following as needed:

   1. To update the note, edit the information in the available field as needed.

   2. To delete the note, delete all the information from the available field.

5. Select OK.