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Budget Comments

Add comments on budget cells to make notations about your assumptions or to collaborate during budget creation.

Written by Shem Bogusz

Adding Comments to your Budget

Comments are displayed in the Budget Screen for the current selected view. To navigate away from the overall screen comments, use the ESC key then select individual cells or ranges of cells to drill into the comments relevant to that selection.

Additional information about how to work collaboratively with your Team on Budgets is available in the Budget Collaboration article.

Insert Comments

  1. Select a single cell or range of cells and click the 3 dots menu to select Add comment.
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  2. In the text box provided type your comment, once you have typed, you can highlight the text and get some basic formatting options. There is also the option to @mention another Calxa User and click COMMENT
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  3. Cells with comments added have a yellow underline. When hovering your mouse over a cell with a comment a tool tip displays the comment.
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  4. Select the cell or range of cells and click the 3 dots to View Comments or Add a new Comment
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View Comments

  1. View Comments will open the Comments pane, click on the specific comment to highlight with a yellow background, and to clearly show the cells referenced by the comment, which also have a matching background. If all cells relating to this comment are not included in the current budget view, there will be a warning note of this.
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Comment Pane

The Comment pane opens either by opening a specific comment, or by clicking the Comments icon in the Budget view controls

  1. Type to search the Comments, you can search by

    1. Author

    2. Account Name

    3. Comment Text

  2. Filter Comments can help you to reduce the clutter on the pane by ticking to include or unticking to remove:

    1. Reportable comments

    2. Non-reportable comments

    3. Toggle ON (green) or OFF the Show resolved comments option

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  3. Sort & Order by date of interaction or Account, either in Ascending or Descending order
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Data in Comment Cell

  1. Breadcrumb confirming cells referenced

    1. In a Business Unit view by Business Unit - Account - Date Range

    2. In an Account view by Account - Business Unit - Date Range

    3. There will be a warning if this comment applies to cells not in current view

  2. Author, Date & Time comment added

  3. Annotations on 3 dots

    1. Edit - to Edit the existing comment

    2. Reportable - [Orange] include in Budget Comments Report

    3. Completed - [Green] can be excluded in the Filter

    4. Delete - [Not recoverable] Removes comment

  4. Text added as Comment

  5. Replies - [Number] indicates number of replies

    1. Click to add a reply

  6. Reactions - [Number] indicates number for each type of reaction

    1. Each person can only react once per Comment or Reply

  7. Click in body of Comment to expand to see all Replies

    1. Replies can be Edited or Deleted from 3 dots in reply

Edit or Delete Comments

To edit either the main comment, or a reply comment, click on the 3 dots menu to the right of the Authors name in each case.

  1. Edit will reopen the text box, you can also highlight the text and use the formatting options
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  2. Choosing Delete on an initial comment will remove the whole comment entry, including all replies and reactions, for all cells, even ones that are not currently visible if appropriate

  3. Choosing Delete on a reply will remove that Reply only

  4. DELETE is not recoverable, you will be asked to confirm the delete action

Report on Comments

Now that you have comments on your budget values you may wish to provide these comments as an addition to your Report Bundle. Please note, only the initial comments that have been flagged to Show on report (orange indicator) will be reported, replies will not be included.

  1. Run the report called Budget Comments. See Select Report Template for instructions.

  2. To add this to a bundle, see Add a Report to a Bundle.

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