9.5 Comments

Available with the Following Subscriptions: All Subscriptions
Available for the Following Roles: All Roles

The Comments feature is a powerful collaboration tool that allows project teams to communicate seamlessly within a Scenario. Users can flag points in 3D for review, provide feedback, and discuss project details directly in the Site Plan. With embedded @mentions, hyperlinks, and in-model 3D viewpoints, users can engage in real-time discussions and decision-making. Nested responses, automatic email notifications, and the ability to resolve comments streamline the review process, ensuring efficient collaboration.



This user guide contains the following sections:

• Adding a Comment
• Comments Side Sheet
• View Comment
• Edit a Comment
• Reply to a Comment
• Copy Link to Comment
• Resolve a Comment
• Unresolve a Comment
• Delete Comment

Adding a Comment


1. Comments are tied to 3D objects and specific points in time, find the milestone where you wish to add a comment, then click on Comments (1) from the left site plan toolbar. The Comments Side Sheet will open on the right, click the Add Comment button (2), 
   
   
    

2. After clicking Add Comment the right side panel will change to a new comment and automatically  set the comment thumbnail to the current 3D view. Navigate in 3D to the point of interest, taking time to frame the view so it captures the entire area of interest - this will be the view collaborators will see when they review your comment.

   • In 3D click the point of interest to drop the comment pin (1), then click Retake Viewpoint (2) to capture the new point of view - which will also update the thumbnail.

   • Type your comments in the text field (3), consider using @mentions and pasting in a hyperlink.

   • To save the comment, hit Submit (4). Tagged users will instantly receive a notification via email containing the comment text, Milestone and Scenario as well as a direct link to the comment.
     
     Note: when typing your comment you may use the @ button to display a list of taggable collaborators, use the 🔗button to display link formatting options, you can choose to add a hyperlink to a specific word instead of pasting the URL directly in the text field.
     
     
     
     

3. After clicking Submit your comment will be displayed in the comments list on a comment card which includes the name of the user who created the comment, the time stamp of when it was created, which milestone the comment pertains to, the thumbnail image and the comment text.

Comments Side Sheet

Accessible by clicking Comments from the left side site plan tool bar, the Comments Side sheet displays all comments from all Milestones in the Scenario in order of creation date, newest to oldest. Clicking on the 3 dot menu (1) on any comment card will display the list of actions possible to take with an existing comment including: Edit, Reply, Resolve, Delete comment, View and Copy link. More on these below. The comment pins pertaining to the current milestones will appear on the site plan in 3D. Single clicking one of these will highlight it and center it in the comments list in the side panel.

Note: View comment (2), Reply (3) and Resolve (4) are also available as buttons in the side sheet.

View Comment

There are multiple ways to view comments, first access the Comments Side Sheet launched by clicking Comments from the left side site plan toolbar. In the list find the comment you wish to view and select it, or single-click the comment pin in 3D and the list will auto-center on the comment card and highlight it too meaning it is selected. Once the comment card is selected you have 3 ways to view it:

• Double clicking the comment card. 
• Clicking the View Comment button found on the left side of the Comments Side Sheet panel.
• Clicking the 3 dot menu on the comment card, and selecting View comment.

Copy Link to Comment

First access the Comments Side Sheet launched by clicking Comments from the left side site plan toolbar. In the list find the comment you wish to copy a link for, or single-click the comment pin in 3D and the list will auto-center on the comment card and highlight it too. Once the comment card is selected click the 3 dot menu  button on the comment card, and selecting Copy link. The link will be copied to your clip board, from where it can be pasted as text in emails, chats, etc..

Delete Comment

First access the Comments Side Sheet launched by clicking Comments from the left side site plan toolbar. In the list find the comment you wish to delete, or single-click the comment pin in 3D and the list will auto-center on the comment card and highlight it too. Once the comment card is selected click the 3 dot menu on the comment card, and click Delete. Once deleted, comments cannot be restored. Instead of deleting consider Resolving a comment if you wish to keep a record of it. Comments can also be deleted while they are being edited. See the section about Editing An Existing Comment. The ability to delete comments is tied to a permission at the project level.

Replying to a Comment

There are multiple ways to reply to a comment, first access the Comments Side Sheet launched by clicking Comments from the left side site plan toolbar. In the list find the comment you wish to reply to and select it, or single-click the comment pin in 3D and the list will auto-center on the comment card and highlight it too meaning it is selected. Once the comment card is selected you have 3 ways to reply to it:

• Double clicking the comment card. 
• Clicking the Reply button found on the left side of the Comments Side Sheet panel.
• Clicking the 3 dot menu on the comment card, and selecting Reply.

Once the specific comment has been opened you may see previous replies to the comment, type in a response and click the blue Reply button. The commenting user and all respondents as well as any users @mentioned in the reply will receive a notification via email containing the reply text, Milestone and Scenario as well as a direct link to the original comment, which will now include a chain of replies.

Note: existing replies can be edited or deleted, click the 3 dot menu on the reply and select Edit or Delete.

Editing an Existing Comment

To edit a comment first access the Comments Side Sheet launched by clicking Comments (1) from the left side site plan toolbar. In the list find the comment you wish to edit, or single-click the comment pin in 3D and the list will auto-center on the comment card and highlight it too. Once the comment card is selected click the 3 dot menu on the comment card, and click Edit. 

The following edits can be made to a comment:

• Reposition the Comment Pin: in the 3D editor the comment pin will have a move handle (2) attached to it. Click, hold and drag on an axis (X/Y/Z) to reposition the comment pin.
• Delete Comment: Comments can be deleted while in edit mode by clicking the trash can button (3). A prompt will appear for user confirmation before the comment is deleted. Deleted comments cannot be restored, consider whether Resolving the comment is instead a more appropriate action.
• Milestone: By default a Comment is attached to the Milestone that was active when it was created. Clicking the "X" (4) to clear the single Milestone link will instead link the Comment to all Milestones. Use the dropdown (5) to select one specific Milestone, consider retaking the viewpoint.
• Retake Viewpoint: Reposition the view in frame in the 3D editor and click Retake Viewpoint to update the thumbnail image on the Comment card, as well as the viewpoint in 3D that collaborators will see when reviewing the comment.
• Comment text: Click in the text field to edit the comment text including @mentions and hyperlinks.

Make sure to save your comment edits by clicking the Save button after making edits. The time stamp on the comment card will be updated 

Resolving a Comment

Comments are meant to be resolved. Resolving a comment closes the conversation thread under the comment and by removing the ability to reply. There are multiple ways to resolve comments, first access the Comment Side Sheet launched by clicking Comments from the left side site plan toolbar. In the list find the comment you wish to view and select it, or single-click the comment pin in 3D and the list will auto-center on the comment card and highlight it too meaning it is selected. Once the comment card is selected you have 3 ways to resolve it:

• Clicking the Resolve button found on the left side of the Comments Side Sheet panel.
• Clicking the 3 dot menu on the comment card, and selecting Resolve.
• Double clicking the comment card to enter the comment, click the 3 dot menu and select Resolve.

Once resolved, the comment card will move down the list to follow the oldest unresolved comment, and will be tagged as "Resolved". In 3D the pin will remain visible and clickable but becomes grayed out.

Unresolving a Comment

If a resolved comments needs further attention it can be unresolved. There are multiple ways to unresolve a comment, first access the Comment Side Sheet launched by clicking Comments from the left side site plan toolbar. In the list find the comment you wish to view and select it, or single-click the comment pin in 3D and the list will auto-center on the comment card and highlight it too meaning it is selected. Once the comment card is selected you have 3 ways to unresolve it:

• Clicking the Unresolve button found on the left side of the Comments Side Sheet panel.
• Clicking the 3 dot menu on the comment card, and selecting Unresolve.
• Double click the comment card to enter the comment, click the 3 dot menu and select Unresolve.

Once unresolved, the comment card will move up in the comments list to its position before being resolved and the "Resolved" tag will disappear.