Notes may be added to a funding source to provide project participants with pertinent information about the source. For example, the Project Manager may want to add a note to let his/her internal team members know that a grant may only be used to purchase certain items. For each note entered, the first and last name and company name of the user is displayed along with the date.
To add notes to funding sources
- Go to the Funding Sources page.
- Click the name of the funding source.
- Click the Notes tab, and then click Add Note.
- Enter the note in the Note box.
- Click Save.
For more information, see Access the Funding Sources Page.
The Funding Source Details page displays.
The Add Note page displays.