Add a note

Notes are used to display comments. When linked to a report template, they will display comments entered in notes in projects against which the report is run. You can add five comment fields to a template. To add a note:

1. In a report template, click on on the Palantir tab on the ribbon. The Link report template variables window will be displayed. Instructions below describe the process for a report template. In a project template, click on to open the Link Input Variables window and follow the same steps.
2. In the Settings section, expand Others and select the Notes option. The Notes section contains the Comments field with the list of available notes, and a text field containing the cell name in Excel.

3. Click on next to the text field. The Link report template variables window will be collapsed and the template will be displayed.
4. In Excel, select the cell where you want to place the note. The cell name will appear in the collapsed window as shown below.

5. Click on in the collapsed window. The window will be expanded and the selected cell's name will appear in the text field.

6. Check the Apply Header box to add a header to the note cell. You can change the position of the header by selecting the Above or Left option.
7. Click OK to save the link and close the Link report template variables window.
8. The comment field will appear in the template. It consists of one cell containing the <VALUE> placeholder. When the report is run, placeholders will be replaced with the actual values.
9. Type test values into the template to make sure the note cell is formatted correctly.

To remove a comment field from the template, select the field name from the Comments list and click on . The text box will be cleared, and the cell with the placeholder will be removed from the template.

To link an existing comment field to a different cell, follow the procedure above, but select another cell this time.