When you add a comment to a business process (BP) form, it remains as a draft until you send the form to the next step in the workflow. Draft comments remain editable until you send the form. You cannot modify a comment after you send a form that has comment.
To add general comments to the BP form:
- At the bottom of the BP form, click the General Comments link. The General Comments window opens.
- Note: If any comments already exist on a BP, the existing comments will be listed in the Comments section of the window.
- Click Add. The Edit General Comment window opens.
- Type your comments in the text box. You can spell-check by clicking the Spelling button.
- To add files to the comment, click Attach.
- My Computer: Attach the file from your local system. The procedure is the same as for uploading files to the Document Manager and depends on your file transfer option.
- Primavera Unifier Folder: Attach documents from the Document Manager. The window opens displaying the project documents files and folders. Select the files and folders to attach and click OK. Folders are not attached. Instead, the contents of selected folders are attached in a flat list. Documents with duplicate file names will not attach.
- Click OK to save the comment and close the Edit General Comment window.
- Note: The Text Comments box does not recognize formatting, including line breaks. Even if you press the Enter key to make a new line in the Edit General Comment window, the final comment will not reflect the new line.
- Click Close Window to save your comments and return to the BP form.
An icon will appear at the bottom of the form next to the General Comments link.
To add a comment to an attached document:
Note: For document-type BP (such as Transmittals or Submittals), you can add comments directly to an attached document.
- Select the document from the document list at the bottom of the form.
- Click Comments.
- Click Add to add the comment.
- Enter the text comment. You can also add a graphic markup to the document or attach a file to the comment.
- Click OK.
To edit a comment:
- From the General Comments window, select the comment to edit and click Modify from the toolbar. The Edit General Comment window opens.
- Make the necessary edits. Comments are editable until you click Send (workflow BP) or Submit (non-workflow BP).
To delete a comment:
From the General Comments window, select the comment to delete and click Remove.