Collaborate with comments and mentions
Overview
Comments and mentions in Resource Management (RM) allow you to create, view, and edit comments directly on Demands. This helps keep a clear log of changes made to these entities, supporting better information sharing and communication during the staffing process.
To enable this feature, navigate to Admin Console > Resource Management > Entity Comments > Configuration tab, and turn on the Enabled toggle switch.
Add comments
To add a new comment, you'll find dedicated entry points.
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Accessing the comment section:
- Use the Demand Summary side panel (accessible from Overview, Staffing Overview screens).
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Writing your comment: The system uses a rich text editor. This allows you to:
- Add links.
- Format text with different fonts, underlining, bold, and italics.
- Organize comments with bullets for readability.
- The system captures your name/email, the creation timestamp, and the last edited timestamp.
- Mentioning colleagues: To notify someone, you can mention any other user in Resource Management. Simply type the @ symbol followed by their name, and suggestions will appear as you type.
View comments
Each comment displays the user's name/email who added it, along with the date and timestamp of its creation. It also shows the last edited timestamp.
Edit or delete comments
- Edit your comments: As the creator of a comment, you can edit your comments on Demands.
- Delete your comments: The comment creator can delete their comments. Additionally, Administrators can delete comments.
Note: Comments with replies can't be deleted.
Notifications
The system provides notifications to keep you informed of updates.
- Workflow automation triggers an email notification whenever a comment is added on an entity.
- Notifications are sent to the following key stakeholders:
- The entity owner (program manager/project manager)
- The resource manager and followers
- The comment creator
- Users mentioned in the current comment