Rabbet provides the ability to leave free-form comments at various points in your project. Note that these comments are "internal", meaning that only users from your Rabbet account can view the information. If you send the draw to another Rabbet user, those comments will not be visible to the draw recipient.
It is important to note that "internal" comments are visible to equity partners or other project consultants that directly access your project through a login provided by your organization's administrator.
Add Internal Comments in Rabbet
There are several places in Rabbet to add time-stamped internal comments that are visible to all of your collaborators on the project:
Comments on budget line item - Add comments to the budget line items within a draw by selecting the appropriate line item to open slide to add important details.
Comments on documents - add comments to all types of documents to record important contextual and explanatory information.
Comments on automatic rules - when configured for the project, Rabbet automatically compares the data in your draw/project with rule parameters. On the draw 'Overview' tab, you can leave comments associated with these rules when changing the rule status.
Comments on Draw Overview Tab -
Retaining Comments Across Draws
If you need a comment to carry over into future draws, toggle on Retain Comment when adding or editing the comment.
The comment will appear in subsequent draws until you turn off Retain Comment.
To stop carrying a comment forward, open it and toggle off the option.
Delete Comments
Only the user who created a comment can delete it.
To delete a comment, go to the Draw Overview tab, select the comment, and in the slide-out panel, click the trash icon to permanently remove it.
Mention a Person in your Comment
When collaborating with several people on your project, it is best to mention a specific user in your comment. Mentioning a user will populate a task in that person's to-do list so that they can quickly review and respond to the comment.
Type the "@" character immediately followed by (with no spaces) the user's name.
When that user next logs into Rabbet, the comment will appear in their 'TO-DOS' on the portfolio dashboard. They will also receive an email notification outlining the content of your note.
You can click on the comment in your 'TO-DOS' under the Collaboration slide out list to navigate directly to the location where the comment was added. You can also dismiss the comment if it is simply informative.
Review Aggregated Internal Comments
Navigate to the 'Draw Overview' tab within the draw to view an aggregated list of all internal comments added to various places within the draw. Comments remain stored in the location where they were added and are also collected in the Comments section of the Draw Overview tab.
Do you have questions or feedback? Please email us at help@rabbet.com