Page 33 - Participant Guide - Unanet GovCon Managing Project Resources

Activity 3.3 – Using Project Notes
As the Project Lead on a billable project team, Gus periodically records project
notes to be used later when the team is assessing possible risks or
documenting the activities on the project. Remain logged in as Gus Lead.
(userid: glead password: welcome)

Activity Steps

1. Edit Project: CUST-4-UU4 RSMGNT-C01-INNOVATION-L
2. On the left-side dashboard, click on Notes
3. Use the add button to add a new Project Note, as follows:
NOTE TITLE: Funding Issue
NOTE DESCRIPTION: Need to discuss
NOTE TYPE: RISK
NOTE STATUS: 1. NEW
DUE DATE: Two days from now
ASSIGNEE: Filter for Fay Contracts
NOTE ACCESS Section: Update the settings to only allow the Project Lead to
view the note
E-MAIL NOTE: In your real Unanet, consider notifying the appropriate
user. For this activity, ignore this option.
4. Click Save

Check your understanding

Project notes can be filtered by type and status and assigned to a specific
user with due dates.

a) True
b) False

Refer to Appendix A for answers to the Check Your Understanding
questions

Lesson 3: Project Alerts & Notes
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