Project Notes
The Notes view is a rich-text notepad attached to each project. Use it for estimating assumptions, meeting minutes, markup notes, or anything else you want to keep alongside the numbers.
A Note
ProjectNote fields:
| Field | Purpose |
|---|---|
ProjectId | Owning project. |
Title | Displayed in the list and on the editor tab. |
XamlContent | Serialized WPF FlowDocument — preserves rich formatting. |
Category | Optional grouping ("Assumptions", "Minutes", "Risks"). |
Color | Colour badge on the list. |
IsPinned | Pinned notes appear at the top. |
SortOrder | Manual order within a category. |
| Linked images | Collection of ProjectNoteImage records. |
Creating a Note
- Open the Notes view.
- Click New Note.
- Title, optional category and colour.
- Start typing in the editor.
Editing
The editor supports:
- Headings (H1–H3).
- Lists (bulleted / numbered).
- Bold / Italic / Underline / Strikethrough.
- Text colour and highlight.
- Hyperlinks (click-through).
- Tables (via toolbar).
- Images — paste from clipboard or drag from disk (see 14.2).
Shortcuts: Ctrl+B / I / U, Ctrl+K for link.
Pinning
Click the pin icon to pin a note. Pinned notes:
- Appear at the top of the list.
- Counted on the header KPI strip (
PinnedCount). - Still respect the colour and category.
Categories
Categories are free-text. Common categories:
- Assumptions.
- Meeting minutes.
- Risks and mitigations.
- Markup rationale.
- Tender submission notes.
Saving
Auto-save is on with a short debounce (a few hundred ms). The status bar shows Saving… and then Saved. HasUnsavedChanges flips to true briefly during edits.
Bulk Operations
The NoteBulkOperationsViewModel supports:
- Multi-select notes.
- Bulk change category / colour.
- Bulk delete.
- Bulk pin / unpin.
Exporting
- Project export (JSON /
.tx1) — includes all notes, including images. - Excel export — notes appear as a sheet (plain text only).
- Print — each note can be printed individually from the editor.
Limitations
- Notes are per-project. There's no organisation-wide notes feature — use documents or the shared database.
- The XAML format is WPF-specific — notes don't render outside TX1.