Creating Notes in MSP on Assignments and Resources

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

To create notes on assignments and resources in MSP, you will need to go through the Usage views.

Steps - 

Open a Clarity project in MSP

Click the drop-down button on View and select Resource Usage

Double-click or right-click the task and select Information.  This will bring up the Assignment Information

Click on the Notes tab and add a note to the assignment.

Environment

MSP

Resolution

The same steps are used to add a note on the resource, except click on the resource name instead of the task.