Comments can be reported on in bulk

Description

This requirement allows users to gather, analyze and summarize feedback, ideas, and observations captured in comments across various reports, activities or processes within the CPM software.

Example Use Case

Scenario: A medium-sized financial services company using CPM software has instituted a practice where team members attach comments to their reports. These comments highlight any irregularities, observations, innovative ideas, or opportunities. However, the company currently faces the challenge of collating and making sense of these comments spread across hundreds of reports.

Solution: The CPM software provides a feature to report on comments in bulk, enabling the team to pull out all comments from different reports, and analyze them collectively. It simplifies the process of gaining insights from the scattered information, promotes the sharing of knowledge and best practices, and helps identify trends or potential issues.

Considerations

Comments can be in various locations around a CPM tool. Inside a cell, attached to a sheet, or a specific intersection in a report, on a budget approval request, inside a task management interface, and so on. The most useful comment search tools will seek out comments in cells, in reports, and on sheets only. It is especially helpful if the tool will show the specific version, KPI, intersection and so on when displaying the comments.

Questions to Ask a Vendor

• Searching for Comments: Can we search for comments? If so, how are the results presented? Can we see other details?
• Search Filters: Can we search by user, or by version, or anything else?