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Notebooks (WBS) Dialog Box

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The Notebooks dialog box for a WBS displays when you right-click a project or WBS level in the Activity Table of the Gantt chart and select Edit Notebooks Notebooks.

You can also select a WBS level in the Gantt, click Activity DetailsDown, select WBS Details, then click Edit Notebooks Notebooks.

Notebook Tasks

Notebooks are comments, diagrams, and other notes added to a WBS and modified in the text editor provided in the WBS Notebooks dialog box.

For detailed information about working with WBS notebooks, see:

To assign topics to a WBS notebook
  1. In the Notebooks dialog box, click assign notebook topics.
  2. In the Select Notebook Topics dialog box, choose notebook topics to add to the WBS notebook.
Note: Select as many topics as you want. The Select Notebook Topics dialog box remains open while you choose topics.
  1. When you have finished assigning topics, click Close in the Select Notebook Topics dialog box to return to the Notebooks dialog box.

To provide a description for a WBS notebook topic

  1. In the Notebooks dialog box, double-click in the Description field of the topic you want to update.
  2. Click browse Browse.
  3. In the text editor, enter the textual description and other content.
  4. Use the formatting options in the toolbar to set lists, change font size, style, and color, and set a background color.
  5. Click OK when you are finished.
To delete a WBS notebook topic
  1. In the Notebooks dialog box, select the topic you want to delete.
  2. Click Delete Delete.
Controlling placement of the dialog box

You have full control of the placement of the Notebooks dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart or activity network diagram. See Customize activity views for more information.

Field Definitions

Maximize the dialog box - Maximize
Maximizes the dialog box to the full area of the Activity page.
Restore dialog box from maximized state - Restore from Maximized State
Restores the dialog box to its default size.
Float the dialog box - Float
Resizes and makes the dialog box able to be dragged and dropped within or outside the browser, referred to as Float State.
Restore from float state - Restore from Float State
Restores the dialog box from Float State and positions it within the window.
Note: Dragging and docking the dialog box creates the same results as Float and Restore from Float State controls.
Auto Hide - Auto-hide
Hides the contents of the dialog box by reducing the view to a tab. Clicking the tab restores the view of the dialog box.
Toggle Auto Hide - Toggle Auto-hide
Prepares the dialog box for the Auto-hide state. This toggle serves as an state in between the tabbed state and the restored state of the dialog box.
Exit the dialog box - Exit
Closes the dialog box.
Add Notebook - Add Notebook
Opens the Select Notebook Topic dialog box..
Delete Step - Delete Notebook
Deletes a selected WBS notebook.
Next WBS - Previous WBS
Moves up to the previous WBS in the Gantt chart, activity table, or activity network diagram.
Previous WBS - Next WBS
Moves down to the next WBS in the Gantt chart, activity table, or activity network diagram.