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 Notebooks.
You can also select a WBS level in the Gantt, click , select WBS Details, then click
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:
- assign topics to a WBS notebook
- provide a description for a WBS notebook topic
- delete a WBS notebook topic
To assign topics to a WBS notebook
- In the Notebooks dialog box, click
.
- 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.
- 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
- In the Notebooks dialog box, double-click in the Description field of the topic you want to update.
- Click
Browse.
- In the text editor, enter the textual description and other content.
- Use the formatting options in the toolbar to set lists, change font size, style, and color, and set a background color.
- Click OK when you are finished.
To delete a WBS notebook topic
- In the Notebooks dialog box, select the topic you want to delete.
- Click
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
- Maximizes the dialog box to the full area of the Activity page.
- Restore from Maximized State
- Restores the dialog box to its default size.
- 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
- 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
- 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
- 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
- Closes the dialog box.
- Add Notebook
- Opens the Select Notebook Topic dialog box..
- Delete Notebook
- Deletes a selected WBS notebook.
- Previous WBS
- Moves up to the previous WBS in the Gantt chart, activity table, or activity network diagram.
- Next WBS
- Moves down to the next WBS in the Gantt chart, activity table, or activity network diagram.