Track project comments and collaborate with stakeholders

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • When a project is in progress, you can take advantage of two platform features that help project participants interact and collaborate: journal fields and live feed. Two useful journal fields are Comments and Work notes.

    시작하기 전에

    Role required: it_project_manager

    프로시저

    • To add journal fields to a project form:
      1. Configure any project form to show Comments and Work notes.
    • To add live feed to a project form:
      1. Navigate to All > System Definition > Dictionary.
      2. Select the pm_project table name that has no corresponding Column name.
      3. In the Attributes field, enter live_feed=true.
      4. Select Update.
      5. Navigate to All > System Definition > UI Actions.
      6. Open the Follow on Live Feed list action.
      7. In the Table field, select the [pm_project] table.
      8. Right-click the header and select Insert to create a copy of the UI action for the [pm_project] table.
      9. Repeat the steps for the UI actions for the Show Live Feed form action.
      10. Personalize the Project form and add Activities (filtered), which is the activity formatter, to the desired location on the Project form.