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How do I add Comments into my Budget?

Making Budget Comments and collaborating with your Team

Written by Sandra McCarthy

Add comments into the Budget grid

Add a comment by clicking on a single cell, group of cells or a whole row:

  • Select the appropriate cells,

  • Click the ... (three dots menu) at the bottom right of your selection

  • Choose Add Comment
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  • Type in the comment, you can also @mention another user

  • Click COMMENT to confirm

  • In the Comments Pane on the right of screen, click the 3 dots menu
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  • Choose the Show on report option

  • Orange Indicator will show on Comment to confirm it will be reported
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NOTE 💬To publish the notes, use the Budget Comments Report template, this can be saved to a Report Bundle if required. Only the initial comment will be included in the report.

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