Editing a Comment in a Forecast Cell

If you have read and write access to the forecast, you can edit a comment that you added. You can only do this if the comment thread is still open and the forecast cell contains a value. This can be useful if your original comment contains a typo.

To edit a comment:

  1. Open the forecast that contains the cell with the comment you want to edit.
  2. Right-click the cell that contains the comment you want to edit.
  3. Click View Comments. The Comments panel displays the existing comments in the cell.
  4. If the comment thread was previously resolved, click Show Menu in the header above the comments and then click Reopen. This reactivates the thread and enables you to edit your comments.
  5. Next to the comment that you want to edit, click Show Menu.
  6. Click Edit.
  7. Amend the comment.

  8. [Optional] If you want to mention another user, enter @, then search for and select the user you want to mention.

    Note:

    Only users with a WorkGrid license display in the list.

  9. Click Save.
  10. In the forecast toolbar, click Save. Your comment is saved, along with any other changes to the forecast. If you added new mentions, those users might be notified, depending on how your org is set up. Users who were already mentioned in the original comment are not notified again.