Comments

For all record types, you can request or enter additional information in the team conversation. You can also link items such as files, drawings, and other records to your comments.

The activity stream, which includes the team conversation, appears in the Information panel for collaborative record types and on the Comments tab for all record types. If the record has a locked workflow status, only the primary details and the resolution are displayed. The other comments are hidden, and new comments can't be added.

  1. Open the record.
  2. If the full record opens, click the Comments tab.

    3. The comments are displayed according to when they were first added.

  • In the Information panel or on the Comments tab, click Show Details.

    • Some record types automatically display all the comments in a locked record.

  • On the comment card or in the Links panel, click the item.
    • Only the items that you have permission to view are displayed.
    • You can only open linked model views if you have access to Trimble Connect through the same Trimble Identity credentials as ProjectSight.

For collaborative records, commenting is part of the workflow. The following comment types are available:

  • Primary details: The question (RFIs) or description (other record types) that you add when you create the record.

    • After you add the question or description to a record, any previously linked items are moved to the same card in the activity stream.

    1. You create a draft RFI but don't add the question yet.
    2. In the Links panel of the draft record, you link a file.
    3. In a drawing, you link an annotation to the draft record.
    4. The linked items are added to the activity stream of the draft record.
    5. You enter the question in the draft record, and then click Send icon (Send).
    6. The file and drawing are moved to the comment card for the question.
  • Comments: Supporting details that are visible to everyone with access to the record. You can add these comments after the primary details are entered.
  • Resolution: The answer (RFIs) or resolution (other record types) for the record. This option is available if you have permission to add a resolution. After a resolution is added, you can still add and edit comments until the record has a locked workflow status.

    • Submittals use the Mark as Approved Docs toggle to mark the resolution.

For data-entry records, comments are added as supporting details. These record types don't have primary details or resolutions.

You can add comments in the record or add them by replying to an assignment notification. If the notification setting is on, record participants receive an email when new comments are added.

Links and attachments added to the record are also listed under the Comments tab. These types of comments do not have accompanying text. Therefore, participants will not receive a notification when these are added and will not be able to promote or demote these types of comments.

  1. On the Comments tab or in the Information panel, enter your comment in the field.

    2. To resize the comments field, click and drag the edge of the field.

    Resize comment field

    The selected items appear in the Pending list of the Add Link popover and on the appropriate tab of the Links panel.

  2. To link an item to the comment, click link (Add Links), and then select the item type and item.

    3. The selected items appear in the Pending list of the Add Link popover and on the appropriate tab of the Links panel.

  3. To add the comment as the answer or resolution, turn on the Log as the Answer or Log as the Resolution toggle.

    4. This toggle is only available for collaborative record types if you have permission to add an answer.

  4. Click Send icon (Send).

    5. Record participants are notified via email that you added a new comment to the record.

    • New comments that are added to the record in the last 60 minutes are batched together into a single email.
    • If comments have been added to more than one record, record participants will receive email notifications for each record. Participants include the author, assignees, and courtesy copy recipients, as well as individual contacts and contacts of companies that are listed in any standard record fields.
    • Your comments are not included in the email notification.
    • If the comment only contains a linked item but no text in the message, a notification is not sent.

You can promote a comment to the answer (RFIs) or resolution (other record types) for a record. Similarly, you can demote the answer or resolution back to a comment. These actions are available if you have permission to promote or demote comments.

Only comments with text can be promoted. Linked items cannot be promoted.

  1. In the full record, click the Comments tab.
  2. On the comment card, click more_horiz (More) > Promote.
  3. When prompted, click Promote.

    4. The comment is marked as the Answer or Resolution.

If the answer or resolution already exists, you will be prompted to confirm that you want to replace it with the current comment.

  1. On the message card, clickmore_horiz (More) > Promote.
  2. When prompted, click Promote.

    3. The message is copied to the Comments tab as the Answer or Resolution.

If the answer or resolution already exists, you will be prompted to confirm that you want to replace it with the current message.

  1. In the full record, click the Comments tab.
  2. On the Answer or Resolution card, click more_horiz (More) > Demote.
  3. When prompted, click Demote.

    4. The answer or resolution is returned to a comment.

You can edit the primary details and resolution (if you have permission to do so) and your own comments.

  1. In the full record, click the Comments tab.
  2. On the comment card, click more_horiz (More) > Edit.
  3. Edit the comment.
  4. Add or remove linked items.
    • To link an item, click link (Add Links), and then select the item type and item.

      • The Create option isn't available for transmittals and correspondence when you edit a comment.

    • To remove a linked item, click cancel (Remove).
  5. On the comment card, click Send icon (Send).

    6. —Or—

    To cancel the changes, click Icon to undo change (Undo).

You can delete your own comments, and if you have the Remove permission, the supporting comments of other users. Any linked items remain in the activity stream and in the Links panel.

The primary details can't be deleted.

  1. In the full record, click the Comments tab.
  2. On the Answer or Resolution card, click more_horiz (More) > Remove.