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Budget Collaboration

Work with your Team on the Budget preparation

Written by Sandra McCarthy

Interact directly in Calxa at Budget preparation time

The Budget Comments feature opens a pane on the right side of the budget screen, this will contain all the comments you add to cells and give you the option to @mention other Calxa Users in your team for discussion and reply or record reactions to comments.

NOTE šŸ’¬ Comments relate to the Budget data view that is currently on the screen, select a Business Unit or an Account to view as required.

Select a cell or range of cells in your budget to filter the comments to those relative to your selected range. Select the comment so the background shows as yellow, and then the cells reflected by that comment will also be highlighted to match.

TIP šŸ’”To deselect the cells, use the ESC key on your keyboard. The Comments pane will then revert to all comments for the current Budget View

@Mention

In the comment, type @ then you can choose another user from the list to send a Notification to.

This will advise the User in line with their Personal User Notification settings, refer to Notifications to make sure the information is reaching everyone appropriately. Both In-App and Email notifications will include a link to the Budget screen and the correct comment for them to view, acknowledge or reply to.

NOTE šŸ’¬Marking a Notification as read does NOT reflect in the Budget Comment referenced, Users will need to click the link and acknowledge within the Budget Comment Screen

Click within the grey box of a Notification to navigate to the comment.

This will take the user to the Budget Screen, if they click into the comment, the background will highlight as yellow and so will the cells that the comment refers to, making it easy to identify the values.

Click the emoji to react to the comment, or type into the reply cell, using either the Green enter key, or Ctrl+Enter to submit.

This will create a notification for the Author of the original comment. Additionally, another user can be @mentioned from the reply box to notify them, or the Author can reply to add more information to the comment thread.

Notifications are issued to the Author of a comment, as per their individual notification settings when another User:

  • Replies to the Comment

  • Reacts to a Comment

  • Marks a Thread as Resolved

  • Reopens a previously resolved Thread

  • @Mentions them in a Reply

  • @Mentions them in a New Comment

Email Notifications

Emails will be sent to an @Mentioned User from calxaonline@calxa.com and look similar to this, where Jerome is sending the message to Alex.

  • The Open in Calxa box will take them to the Budget screen

  • The Update Your Preferences link will take them to the Notifications,

    • click Manage Notifications to select the preferred options.

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