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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 add and view notes 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.

Add: Click the Notes button, click Add Note, write the note and format the text and/or add links as required using the text editor, then click Close.

Edit: Click the Notes button, click the tab of the note you want to edit, edit as required, then click Close.

Rename: Click the Notes button, double-click the header of the note tab then change the name as required.

Delete: Click the Notes button, right-click the header of the note tab then click Delete.

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

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