How Do I Create Project Journals?

To create a project journal:

1. Click Management on the navigation bar and select the Project Journal tab.
   
   You can also add a journal on the Project Center-Journal tab.
   
2. Click New to create a new journal note.
3. Select the Project ID for which you are recording a journal.
4. Select a Date for the journal or choose one from the drop-down calendar.
5. Choose a Category, such as General, Time Entry, etc. or any new category created by you, like Opportunities. This depends on what type of journal you want to create.
6. Next, type your Journal Note. Type as much text as desired or use Auto Complete shorthand codes to insert standard text. Click the Date and Time stamp icon to insert the date and time when the journal entry was been created.
7. Click Attachments to attach a file to this journal. You might include a video of infrastructure damage your client wants fixed, a photo of damage done at a site by a subcontractor, or scanned soil or metallurgy test results with your conclusions in the note.
8. When you have finished, click Save and then Return.

All journals display in the grid. You can view and edit previous journal notes using the View By and Period criteria.