ProjectLoad Blog

Depending on the options provided by your administrator, you may be able to attach notes to projects, phases, activities and timesheet entries. The notes can be put into different categories such as “status report” or “team notes” to help organize them. To make these notes even more useful a new icon has been added to the system that will place a small “post it” icon on any object that has a note attached to it. The notes pop-up window already allows you to decide how to filter the notes. For example, if you are looking at notes for a specific phase, you will see all notes attached to the project, the phase, all of the activities under that phase and even the timesheet entries for the activities under that phase. By changing the search conditions on the pop-up window you can filter the notes to only look at the levels you are interested in.

Based on customer feedback the phase editor has been redesigned to more closely resemble the project editor in appearance and functionality. Phases may have a different manager in charge of them than the project has. These “managed phases” are like sub projects and thus the manager of the phase needed the same capabilities as the project manager has over projects. The phase editor displays all sub phases and activities in a table (much like the project editor) and allows the phase manager to make the same kinds of changes for everything under his or her phase.