Project Discussions

Note:

The project discussions functionality and utility button is available if the following conditions are all met:

• You are not signed in as a proxy user or as a guest user.

• The projects module is enabled for your company's SuiteProjects Pro account.

• You have access to the Projects module.

• The Project Discussions feature is enabled for your company's SuiteProjects Pro account. Account administrators can enable the feature in Administration > Application Settings > Projects > Other settings. See Other Settings.

The Project Discussions feature is a collaboration tool that lets you share information, take part in a conversation about projects, and keep track of messages that need attention from anywhere within SuiteProjects Pro. A project discussion is a collection of messages about a specific project. There can be one project discussion for each project. All messages about a specific project are organized in the project discussion for this project and stored securely in SuiteProjects Pro.

You can click the project discussions utility button from any page in SuiteProjects Pro to open the project discussions drawer.

The project discussions drawer shows:

• The list of project discussions that are already started and contain messages, if you are on any page other than a project page. Click on a project discussion in the list to go to that project discussion. See List of Project Discussions Already started.

• The project discussion for the project you are currently viewing, if you are on a project page. See Project Discussion and Project Discussion Messages.

  Note:

  The project discussion may or may not contain messages when you open the project discussion drawer from a project page. If the project discussion contains no messages, you can post a message to start the conversation.

From the project discussion, you can:

• Mark a message (and all messages newer than that message) as unread. See Marking a Message as Unread.

• Post a message using the text box at the bottom of the drawer. See Posting a Message in a Project Discussion.

• Edit a message that you posted previously in a project discussion. See Editing a Message in a Project Discussion.

• Delete a message that you posted previously in a project discussion. Account administrators can delete any message posted by any user. See Deleting a Message in a Project Discussion.

List of Project Discussions Already started

You can view the list of project discussions that you or others have already started and contain messages from any page in SuiteProjects Pro. You can then click any project discussion in the list to go to that project discussion.

To view the list of project discussions that are already started and contain messages, click the project discussions utility button from any page.

Note:

If you are on a project page, the project discussion for that project appears. Click the back icon to go to the list of project discussions.

From the project discussion list, you can:

• View either all project discussions or only project discussions with unread messages. Select Unread from the dropdown options in the upper-right corner of the list to show project discussions with unread messages. Select All to show all project discussions.

• Search for a project discussion by project name or customer name. To do so, enter the name of the project or the customer in the search box. The project discussions list is filtered as you type and shows the project discussions matching your search phrase.

  Note:

  The project discussions list shows up to 100 project discussions. If you have access to more than 100 project discussions, the list matching project discussions within these initial set of 100 project discussions. Enter at least three characters and press Enter to search all project discussions.

• Click any project discussion in the list to go to that project discussion.

• Click the close icon or click outside the drawer to close it.

For each project discussion, the list shows:

• The name of the project it relates to, and the project customer.

• The number of unread messages, if any . After you go to the project discussion, view the messages and return to the list, the list now indicates that there are no unread messages in that project discussion .

Project Discussion and Project Discussion Messages

You can view and post messages in project discussions for any project that you have access to. A project discussion is a collection of messages about a specific project.

To view a project discussion for a project, do either of the following:

• Go to the list of project discussions already started and select the project discussion in the list.

• Go to the project (Projects > Projects > [Select a project]) and click the project discussions utility button .

  Note:

  The project discussion may or may not contain messages when you open the project discussion drawer from a project page. If the project discussion contains no messages, you can post a message to start the conversation.

The project discussion shows all messages about the project grouped and sorted by date with the most recent at the bottom.

A green divider line with the label New & unread separates new messages (below the divider line) from the messages you've already read (above the divider line).

When you go to a project discussion that contains many messages, the project discussion shows newest messages at the bottom of the panel and the vertical scroll bar thumb at the bottom. Older messages are loaded progressively as you scroll up.

From the project discussion, you can:

• Mark a message (and all messages newer than that message) as unread. See Marking a Message as Unread.

• Post a message using the text box at the bottom of the drawer. See Posting a Message in a Project Discussion.

• Edit a message that you posted previously in a project discussion. See Editing a Message in a Project Discussion.

• Delete a message that you posted previously in a project discussion. Account administrators can delete any message posted by any user. See Deleting a Message in a Project Discussion.

• Click outside the drawer to close it.

Marking a Message as Unread

You can mark a message as unread. All messages added after the message you mark as unread are also marked as unread.

To mark a message as unread:

1. Go to a project discussion. See Project Discussion and Project Discussion Messages.

2. Locate the message you want to mark as unread.

3. Click the more options icon next to the message and select Mark as unread.

   A new & unread green divider line appears above that message.

Posting a Message in a Project Discussion

You can post a message in any project discussion you have access to, whether the project discussion is empty or already contains messages.

To post a message in a project discussion:

1. Go to a project discussion. See Project Discussion and Project Discussion Messages.

2. Enter a message in the Post new message box.

3. Click Post.

   Your message appears in the project discussion.

Editing a Message in a Project Discussion

You can edit a message that you previously posted in a project discussion.

Note:

SuiteProjects Pro keeps an audit trail of changes to project discussions.

To edit a message:

1. Go to a project discussion. See Project Discussion and Project Discussion Messages.

2. Locate the message you want to edit.

3. Click the more options icon next to the message and select Edit.

   Your message appears in a text box.

4. Edit the text as required.

5. Click Save to save your changes.

Deleting a Message in a Project Discussion

You can delete a message that you previously posted in a project discussion. Account administrators can delete any message posted by any user.

Note:

SuiteProjects Pro keeps an audit trail of changes to project discussions.

To delete a message:

1. Go to a project discussion. See Project Discussion and Project Discussion Messages.

2. Locate the message you want to delete.

3. Click the more options icon next to the message and select Delete.

   Your message is removed from the project discussion.

Starting a Project Discussion

The project discussion may or may not contain messages when you open the project discussion drawer from a project page. If the project discussion contains no messages, you can post a message to start the conversation.

After you or someone else starts a project discussion, you can go to that project discussion from the project discussions list. See List of Project Discussions Already started.

To start a project discussion:

1. Go to a project (Projects > Projects > [Select a project]).

2. Click the project discussions utility button .

   The project discussions drawer appears. If the project discussion contains no messages, you can post a message to start the conversation.

3. Post a message. See Posting a Message in a Project Discussion.