Working with Comments

You can work with comments in many places in a scorecard, including in:

The "Collaboration pane" of the "Scorecard editor: Initiative Details tab," "Scorecard editor: Objective Details tab," and the "Scorecard editor: KPI Details tab."

See "Working with Comments in the Collaboration pane" for additional information.
Watchlists

See "Working with Comments in Watchlists" for additional information.
The Diagram tab of a view.

See "Working with Comments in the Diagram Tab of a View" for additional information.

Note:

Before you can add comments to an initiative or objective, the initiative or objective must have at least one KPI assigned to it.

As you work with comments, remember that a comment is associated with a specific point of view. See "About the Point of View Area" for additional information on the point of view.

See "About Comments" for additional information about comments.

Working with Comments in the Collaboration pane

In the "Collaboration pane" of the "Scorecard editor: Initiative Details tab," "Scorecard editor: Objective Details tab," and "Scorecard editor: KPI Details tab," you can view, add, or reply to comments for that particular initiative, objective, or KPI.

To work with comments in the Collaboration pane:

Open or edit the scorecard. See "Opening or Editing Scorecards" for additional information.
Open the initiative, objective, or KPI and navigate to the Collaboration pane. See "Opening Scorecard Objects" for additional information about how to open an object.
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.)
Do one of the following:
- To add a new comment, click the New Comment button. The "New Comment dialog" is displayed.
  
  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. The "Reply dialog" is displayed.
Enter the subject of your comment (for a new comment only) and the text of your comment.
Click OK.

Working with Comments in Watchlists

In a watchlist, you can view, add, and reply to comments for initiatives, objectives, and KPIs that are displayed in the watchlist. See "Watchlists" for additional information about watchlists.

To work with comments in a watchlist:

Open or edit the scorecard. See "Opening or Editing Scorecards" for additional information.
Open the object in which you want to work with comments and navigate to the appropriate pane or tab. See "Opening Scorecard Objects" for additional information about how to open an object.
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.)
To add a new comment:
1. In the watchlist, right-click the Status cell to which you want to add the comment and select Add Comment. The "Add Comment dialog" is displayed.
2. Complete the Add Comment dialog and click OK.
To work with the comments that were previously added to an object, hover the mouse pointer over the Blue triangle in the upper-right corner of the cell in the Status column or, for a KPI, one of its columns.

The "Status window" is displayed. From this window, you can:
- Read the comments that were previously added.
- Display the "New Comment dialog" to add a new comment by clicking New Comment.
- Display the "Reply dialog" to reply to a comment by clicking the Reply link.
- Pin the window so that it stays open by clicking the Pin button.

Working with Comments in the Diagram Tab of a View

In the Diagram tab of a view, you can view, add, and reply to comments for objectives and KPIs that are displayed in the view. For example, you can work with comments in the "Strategy Tree tab: Diagram tab".

Note:

You can also work with comments in this same way when a view is rendered as a diagram in a dashboard.

To work with comments in the Diagram tab of a view:

Open or edit the scorecard. See "Opening or Editing Scorecards" for additional information.
Open the view in which you want to work with comments and navigate to the Diagram tab. See "Opening Scorecard Objects" for additional information about how to open an object.
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.)
To add a new comment:
1. Click the Options button on the right side of the node to which you want to add the comment and select Add Comment from the "Node Options Menu." The "New Comment dialog" is displayed.
2. Complete the Add Comment dialog and click OK.
To work with the comments that were previously added to an object, hover the mouse pointer over the Comment button in the upper-right corner of the node.

The "Status window" is displayed with all the comments that are attached to the initiative, objective, or KPI. From this window, you can:
- Read the comments that were previously added.
- Display the "New Comment dialog" to add a new comment by clicking New Comment.
- Display the "Reply dialog" to reply to a comment by clicking the Reply link.
- Pin the window so that it stays open by clicking the Pin button.