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Overview
The Comment Templates applet allows you to create and manage commet templates that can be used on time and expense sheets. The Comment Template allow for the entry of specific data in the Comment box. This can be required either through using Labor Code Groups, Expense Code Goups or associating a level of the WBS of a project with a Comment Template. More on Adding Comment Templates to Projects.
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | Preview - This allows you to see the prompt that the user will see when they go to enter data for the selected Comment Template. |
Field Descriptions
Comment Templates Window
| • | Name - This column contains the name of the Comment Templates. To create a Comment Template, click "New". Once saved, the name will appear in this column. |
| • | Template Name - Name of the Comment Template. Name can be edited here. |
| • | Active - When checked, the Comment Template is active for use. |
Comment Template Grid
| • | Field Name - User Defined Field Name. |
| • | Label that will show in the pop-up when the user is prompted to enter data. |
| • | Data Type - Data Type of the field that is to be entered by the user. |
| • | Required - When checked, this Comment Template will require an answer for the field. |
Comment Layout
| • | Comment Layout - The layout of the comment when it us displayed in the PM Comments box. |
| • | Generate - Generates the comment layout. |
Note - A Comment Template must have a Comment Layout before you hit "Save", so click the Generate link before saving.
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