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.

You can perform the following 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 are currently available only for 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

You can view an indicator whenever a comment is posted in the report. You can include the following 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. You can turn off the notifications 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.

Follow the instructions below to learn how you can add a comment using this feature.

In Practice: To Post a Comment

1. Select the required cell and right-click on it. From the drop-down, select Comments, and the Comment(s) pane is displayed.
   

   

2. Enter the required text and click Comment. The comment is saved and displayed in the Comment(s) pane.
   

   

In Practice: To Edit a Comment

1. Click the More icon on the right-hand side of the Comments pop-up window and select Edit from the menu list.

2. Make the required changes and click Save.

In Practice: To Highlight a Comment

1. Click the More icon on the right-hand side of the Comments pop-up window and select Highlight from the menu list.
   
   
   

In Practice: To Delete a Comment

1. 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.

2. Click Confirm to delete.
   

In Practice: To Resolve a Comment

1. You can resolve a comment thread by clicking the Resolve option in the first comment of the thread. Once you resolve a comment, the visual indicator is not displayed on the cells.
   

In Practice: To Assign a task

1. Right-click in the required cell and select Comment. The pop-up window appears.

2. Enter + and type the user name.

3. Select Assign.

4. Add task title

5. Due On - Select the required to date.

6. Priority - Select any of the following:

   • Low

   • Medium

   • High

7. Click Comment. A notification is sent to the mentioned user.
   

   

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