You can add comments at the department or division level. The process for adding comments at the L4 Department detail level is different from the process for adding comments at the L3 Division summary level.
The process for adding comments is the same whether you are using CalPlanning on the web or via Smart View for Planning.
Comments entered at L4 do not roll up to L3. When viewing L4 data, you will see comments entered at L4. When viewing L3 data, you will see comments entered at L3.
Add Comments at L4 Department
1. To enter comments for an account, click in the last column that has the title Multi-Year Operating Budget FY24 Working, and type the text you want.
2. Click outside of the cell to finish.
3. Click the Save button.
Add Comments at L3 Division
1. Select the cell where you want the comment.
2. From the menu at the top of the window, select Edit / Comment.
2. Click the green + to add a comment.
3. Enter your comment in the text box and then click the Add button
4. Select Close to close the Comments window
Result: There is a small triangle in the upper right corner of each cell that contains a comment. To see the comment, select the cell, right-click and select Comments from the context sensitive menu