Viewing resource assignment activities and adding activity notes

While viewing a resource assignment, you can track the resource assignment activities and add activity notes to the resource assignment. Activity notes provide additional information about the resource assignment such as details about tracking the resource assignment, communication details between various users that can access that resource assignment, and so on. You can view and track all the activities performed on a resource assignment on the Activity tab of the details page. For more information, see Resource-Management-Overview.

You can perform the following actions on the Activity tab of a resource assignment:

• View the name of the user who added a comment.
• View the status changes.
• View information such as public notes. 

• View feedback provided by a person who accesses the resource assignment.

• Filter resource assignment activities by using the available filters.
• Search the activities performed by a particular author.

To view resource assignment activities

1. Log in to the Portfolio Management application and navigate to Workspaces > Resource Assignments.
2. To open a resource assignment on the resource assignment workspace, click the required resource assignment ID.
3. On the resource assignment details page, click the Activity tab. 
   On this tab, the latest change in the resource assignment is displayed at the top.
4. (Optional) To perform a search to view the updates made by a particular person, click Filter, select the Author check box, enter the name of the agent, and click Apply.

You cannot perform the following actions on the Activity tab:

• Modify the order in which the resource assignment activity details are displayed.
• Disable or enable auditing on the fields that are displayed in the resource assignment activities.

To add activity notes to a resource assignment

1. Log in to the Portfolio Management application and navigate to Workspaces > Resource Assignments.

1. To open a project on the resource assignment workspace, click the required resource assignment ID.
2. On the resource assignment details screen, click the Activity tab, and click Add a note text box.
   Any text that you add is automatically spell-checked. The spell-check option is enabled by default. You can disable the spell check if you do not want the text to be checked.
3. Enter details in your activity note and click Post.

1. (Optional) To attach files to your notes, click Attach.