Adding Comments While Performing Other Worksheet Actions

This topic describes the different Worksheet actions that cause state changes. You can add comments to action.

Submit

Submitting a budget or forecast displays a pop-up window that prompts you to specify optional comments.

Release

Releasing a budget or forecast displays a pop-up window that prompts you to specify optional comments. Your comments are part of the Workmail message that the budget manager of the location below you receives.

For example, suppose the budget manager of the location to which you release sees the following information:

• The first line displays the automatic-notification template message that is always sent whenever the state changes to Release.
• The second line displays any comments you typed.

See Default Notification Messages.

Lock/Unlock

Locking or unlocking a plan displays a pop-up window that prompts you to specify optional comments. Your comments are part of the Workmail message that all the budget managers below you receive.

For example, suppose the budget managers of all the locations see the following information:

• The first line displays the automatic-notification template message that is always sent whenever the state changes to Locked or Unlocked.
• The second line displays your comments.