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.

After you sync your project data, the date and time of new and edited comments are updated to reflect the local time when they were synced.

  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.

  1. If the file isn't downloaded yet, click cloud_download (Download) on the comment card or in the Links panel.
  2. Click the item.

    3. Only the items that you have permission to view are displayed.

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.

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 / demote these types of comments.

If a record has a locked workflow status when you sync your project data, any new comments for that record aren't uploaded to ProjectSight for the web.

  1. On the Comments tab or in the Information panel, in the comments field, select the comment type from the list.

    2. This list only appears for collaborative record types if you have permission to add a resolution and if the record doesn't have one yet.

    Comment type list
  2. To link an item to the comment, click link (Add Link), 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 save the comment locally, click Send icon (Send).

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

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 Link), and then select the item type and item.
    • To remove a linked item, click cancel (Remove).
  5. To save the changes locally, 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.

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) > Delete.