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Using Comments

You can use the Comments option to document your forecast, enter a narrative, share comments with others, and export comments.

To watch a training video that explains this process, enroll in the FPS Distributed Forecasting - Using Comments When Forecasting training video course on Jack Henry University. You can also enroll in the Distributed Forecasting in Financial Performance Suite learning plan.
  1. Select Forecasting > Detail from the menu.
  2. Select the Account Type that you want to forecast.
  3. Select an Account to work with.
  4. Select an option from the View drop-down list.
    Comments are not available for all views.
  5. Select Comments.
    The Comments page opens.
  6. Select a situation for comments and follow the corresponding steps.
    Situation Steps
    Adding Comments
    CAUTION
    You, any of your reviewers, and other users who have permissions to your organizations and accounts can view any comments that are added.
    1. Select ""Add to add a comment to the selected account.
    2. Enter your comment in the Comment field.
    3. Select ""Flag as a visual indicator for comments or a review reminder.

      Flagging a comment puts a visual indicator next to the affected account in the account list. This feature lets you see at a glance which accounts have comments attached. It can act as a reminder to review an account's forecast later.

    4. Select Save.

      The comment appears in the Comments section of the page.

    Note The application automatically logs all manual forecasts or Project option actions that you enter. The Audit Trail view lets you examine and export the log.
    Editing Comments
    1. Select a comment to modify in the Comments section.
    2. Modify the comment as needed.
    3. Select Save.
    Deleting Comments
    1. Select ""Delete to remove a comment.
    2. Select Delete to confirm that you want to delete the comment.
    Exporting Comments

    You can export comments to Excel® to review them outside of the application.

    1. Select Export in the Comments section.
    2. Select This Account or All Accounts to determine which comments to export.
    3. Select one or more organizations form the Organization drop-down list.
    4. Use the Beginning and Ending options to determine an add or edit time frame range.
    5. Select Export.

      The export grid generates and downloads a file, and the application sends an in-app notification when the export starts and finishes.
Parent topic: Distributed Forecasting Training Videos - End User Tasks