When you add a new comment to a business process 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. After that, they cannot be modified.
To add general comments to the business process form
- At the bottom of the business process form, click the General Comments link. The General Comments window opens.
Note: If any comments already exist on this business process, they 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 may 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.
- Primavera Unifier Folder: Attach documents from the Document Manager. The window opens displaying the project or shell 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.
- To copy information in a previous draft comment, click the Copy From button. See Copying and Consolidating Comments and Markups for more information.
- 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 business process form.
An icon will appear at the bottom of the form next to the General Comments link.