Add and Edit Notes

Review Notes

Hover over a cell with a red triangle. The note pops up.
Use
Next
and
Previous
buttons in the
Review
tab of the ribbon to scroll through each comment.

Edit Notes

To edit or add to existing notes, right-click on the cell and select

Edit Comment

. Click

Submit

to upload the edited comment to

Adaptive Planning

.

Add New Notes

Use Excel comment functions:
Right-click on a cell within the
Adaptive Planning
grid and select
Insert Comment
Click
New Comment
from the
Review
tab of the ribbon
Press the Shift key and F2.
Enter the comment and click out of it.
Click
Submit
from the Planning tab to upload your comment to
Adaptive Planning
.

Delete Notes

Use Excel comment functions:
Right-click on a cell with a red triangle, and select
Delete Comment
Click on a cell with a comment and click
Delete
from the
Review
tab of the ribbon.
Click
Submit
to upload the change to
Adaptive Planning
.