Scratchpads

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Introducing Scratchpads

The Scratchpads feature provides an easy-to-use facility to store spreadsheet-like data with the project or programme. Use it for notes, calculations, list or tables of information, easily accessible without the need to store or manage full Excel documents. It is also possible to create organisational templates for these, for easy re-use.

Accessing Scratchpads

Click on this link in the menu bar in the main project or programme screen:

Use this navigation box to work with scratchpads created previously for this project/programme, listed on the left. Use the + button to create a new scratchpad or pick a template listed in the bottom right.

If you have authority to maintain templates then buttons to delete/rename/edit them are shown too.

PF PPM SPad Selector.png

Maintaining Scratchpads

Scratchpads offer spreadsheet-like features to maintain lists and calculations.

PF PPM SPad.png

 

Please see this article for an overview of features available.

See these links for articles on specific topics:

Creating Templates

Authorized users can create and maintain scratchpad templates.

Save the scratchpad you have been working on as a template by clicking File / Save as template. 

PF PPM SPad save dialogue.png

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