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Notebook fields are categorical labels used to organize, filter, and group information in reports. They can be applied at different levels and are especially useful for reporting purposes. For example, the CAM field in the Budget Form is a default notebook field. Where you can use Notebook Fields:
  • Work Package Level
  • Resource Assignments.
  • Risk Register.
How to configure Notebook Fields:
  1. Add a new Notebook Category:
    1. Go to Admin -> Projects -> Notebooks section.
    2. Scroll down and select Add New Notebook Category.
      1. If you do not assign it to a project, it will remain inactive and will not appear in the project.
  1. Set Display Options:
    1. Within the category settings (Pencil Icon), choose how the field will appear.
    2. Select the Modify Field Options to adjust options within that field.
  1. Assign to a Project:
    1. Edit the desired project by clicking the pencil icon.
    2. Select Properties, then choose where to assign the notebook field.
      1. First level (Notebook Fields).
      2. Resource Assignment Notebook Fields.
      3. Risk Register Notebook Fields.
    3. Move the fields you want from the left list to the right list to activate them.