Phocas has a new user documentation site. This site will be retired soon.

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

New Notes button next to Chart button opens the new Notes panel that displays over the top of a worksheet (on the left side), where users can view notes added by budget owner in a workbook/worksheet.

Users have the need to include notes with budgets and forecasts and they were using a workaround of writing notes in a Manual Driver tab, which is not the purpose of that tab, not an effective way of communicating. They write notes for reasons such as: instructions for completing the budget, info on how the budget model was built, notes on the work that needs to be done (or was done)

Budget owner can add and edit notes, all users can view them.

Click the Notes button, click the tab of the note you want to view, then click Close.

Related pages

View notes

  • No labels