Using Dynamic Commentary in Planning Templates

The Dynamic commentary feature enables you to post and view comments in planning templates and reports. We have enabled this feature in the GTSC, GTEC, Line Item, and Allocation template types.

The following can be performed with this feature:

• Add cell-level comments
• Edit, Delete, Highlight, Reply, or Resolve comments
• Add text, #tags, and hyperlinks in the comments
• Assign tasks and track their status from Task Manager
• Mark Task as Complete in the Comment(s) pane
• View all comments in the application and perform actions such as Delete and Highlight
• All posted comments and associated actions can also be seen in the Comments Manager

Comments can only be added during open periods for the below line types:

• RC
• L with posting (with or without sublines)
• L with posting and history accounts (with or without sublines)
• C with posting
• C with posting and history accounts
• RA with single account mapping

View an indicator whenever a comment is posted in the report. The following can be included in a comment:

• Add a user - Type + and select the required username to tag the user in a comment. When you type +, username suggestions are provided automatically for ease of selection. A notification is sent to the tagged user. Notifications can be turned off if required.
• Add # tags - Type # to find the most used tags in a comment.
• Add URLs in a comment.

Business Value

This feature facilitates user collaboration over different tasks. In addition, the ability to access and review/update templates in a single place will save time and extra effort involved.

Note:

The Dynamic Comment feature is enabled by default. However, if the feature has been disabled, go to the more icon and click Comments On.

Follow the instructions below to add a comment using this feature.

How to Post a Comment?

1. Navigate to Structured Planning > Planning Control Panel and open a template in Input mode.
2. Select the required cell and right-click on it. From the drop-down, select Comments, and the Comment(s) pane is displayed.
   
3. Enter the required text and click Comment. The comment is saved and displayed in the Comment(s) pane.
   
   To learn more about Dynamic Commentary, click here. 

How to Edit a Comment?

1. Navigate to Structured Planning > Planning Control Panel and open a template in Input mode.
2. Select and right-click the cell where the comment is added.
3. Click the More icon on the right-hand side of the Comments pop-up window and select Edit from the menu list.
   
   
4. Make the required changes and click Save.

How to Highlight a Comment?

1. Navigate to Structured Planning > Planning Control Panel and open a template in Input mode.
2. Select and right-click the cell where the comment is already added.
3. Click the More icon on the right-hand side of the Comments pop-up window and select Highlight from the menu list.
   
   

How to Delete a Comment?

1. Navigate to Structured Planning > Planning Control Panel and open a template in Input mode.
2. Select and right-click the cell where the comment is already added.
3. Click the More icon on the right-hand side of the Comments pop-up window and select Delete Comment from the menu list. A confirmation message appears again click Delete.
   
   

How to Resolve a Comment?

1. Navigate to Structured Planning > Planning Control Panel and open a template in Input mode.
2. Select and right-click the cell where the comment is already added, then select Comment.
3. Resolve a comment thread by clicking the Resolve option in the first comment of the thread. Once a comment is marked resolved, the visual indicator is no longer displayed on the cells.

How to Assign a Task?

1. Navigate to Structured Planning > Planning Control Panel and open a template in Input mode.
2. Select the cell where the comment is already added.
3. Right-click in the required cell and select Comment. The pop-up window appears.
4. Enter @ and type the user name.
5. Check the Assign To box.
6. Add task title
7. Due On - Select the required to date.
8. Priority - Select any of the following:
   • Low
   • Medium
   • High
9. Click Create Task. A notification is sent to the mentioned user.
   

The assignees and admin will have access to the assigned tasks. View the task details from the Task Manager page. Change the Status of any assigned tasks or mark them as Completed directly from the Comments pop-up window. Once a task is marked as completed, the status will be updated on the Task Manager page.