Working with Comments in the Collaboration Pane

You must have one of the following user type permissions:

• BI Consumer

• BI Author Limited

• BI Author Developer

• BI Tenant Administrator

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1. Open or edit the scorecard. See "Opening or Editing a Scorecard".
2. Open the initiative, objective, or KPI and navigate to the Collaboration pane. For how to open an object, see "Opening Scorecard Objects".
3. Ensure that the values that are displayed in the point of view area reflect the desired context for the comment. (For example, you might want to comment on a KPI status for the Eastern region.)
4. Do one of the following:

   • To add a new comment, click the New Comment button.

     Comments added by clicking the New Comment button are associated with the status (that is, the Status column) of the objective, initiative, or KPI.

     For KPIs only, you can also associate a comment with other columns such as Trend, Target, or Variance. To do so, edit the parent object, right-click on the relevant cell in the "Watchlists" and select Add Comment.

   • To reply to a comment, locate the comment to which you want to reply and click the Reply link.

5. Enter the subject of your comment (for a new comment only) and the text of your comment.
6. Click OK.