Notebook Categories

This is where the Notebook Fields in the Cost Estimating Form, WBS Dictionary, and Risk Register are created, edited, or removed. The project/projects the specific field is associated with is shown, but CANNOT be manipulated from here. To do that, see number 5 from Assigning files to a Project.

To create, view, or edit Notebook Categories in Dash360 navigate to Admin - Projects and select the Notebooks tab from the top of the screen.

This will bring up a list of all Notebook Categories on the current server. To edit an existing Notebook Category, select the pencil icon located to the right of the screen.

To create the options for Radio, Dropdown, and Checkbox categories, find the newly created Notebook Category and select the Modify Field Options link in the Field Type column. This will open the Field Options at the bottom of the screen.

The order refers to the order in which the options will be displayed in.