Commenting and Collaboration

Collaborate seamlessly with comments and notes

Data-level commentary is very common in real-life scenarios. Lumel EPM delivers out-of-the-box and user-friendly notes, annotations, and comments to your planning and BI sheets using a no-code user experience. Below, we summarize the key highlights of Lumel EPM's commentary solution.

Key Highlights of Notes & Commenting	Description
Notes, annotations and comments	Support for all three capabilities
Data-level comments	Notes/comments at cell, row, column, and header of the report
Footnotes	Financial statements-styled footnotes
Replying to comments	Tag other users using @mention and reply to comments
Email notifications	Notify users to take action at a data point level
Word wrap for long comments	Ability to wrap long text comments automatically
Task assignment & tracking	Assign tasks and collaborate for workflow use cases
Commentary audit log	Full audit of who placed the comment, what they wrote, and when (date and time)
Export notes & comments	Export the report along with notes and comments to Excel and PDF.
Writeback notes & comments	Writeback notes and comments to databases, shared drives, and URLs.

FAQs

Q1: What is the difference between Notes and Comments in Lumel EPM?

• Comments are collaborative. You can reply to comments, assign tasks, and have discussions with other users.

• Notes are non-collaborative and are used to annotate data or provide additional context.

• You can respond to a comment, but notes do not support replies.

Q2: How do Notes and Comments behave when data is filtered or changed?

Both Notes and Comments in the planning sheet are dynamic and context-aware. They are linked to specific data points, rows, or measures, ensuring that when the report is filtered or updated, the notes and comments automatically appear in the correct location, as they remain tied to the underlying data.