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Viewing and Posting Discussion Topics

Users with the appropriate access rights can access Discussions from within certain objects. Discussion allows its users to post discussion topics and reply to topics and messages.

This section contains the following topics:

About Discussions

Open a Discussions List Page

Create a New Discussion Topic

Post a Message to a Discussion Topic

Post a Reply to a Message

Expand or Collapse a Discussion Thread

About Discussions

Use the Discussion feature to exchange ideas and communicate in a common location on subjects relevant to the participating resources. This feature is available from the following locations:

Requires specific access rights to use discussions from the locations.

For more information, see the Project Management User Guide.

Discussion Terminology

The following provides definitions of the standard message board terms you see when using discussions:

Topic

A topic is the top-level grouping for a message. Topics consist of a topic name (subject) and participants. Each topic can contain any number of threads.

Thread

A thread consists of a message and all of the responses to it.

Message

A message is the conversation part of a thread.

Reply

A reply is a response to a message, or to another response.

Open a Discussions List Page

You can open the list of discussion topics for a program or a project. Access to the discussion list for a project or program is required to open and view it.

Follow these steps:

  1. Do one of the following:

    The list page appears.

  2. Click the name of the program or project.

    The properties page appears.

  3. Click Collaboration.
  4. Open the Collaboration menu and click Discussions.
  5. The list of discussion topics appears.

Create a New Discussion Topic

Only users who are collaboration managers can create new discussion topics. By default, the user who creates projects or programs is the collaboration manager. Additional collaboration managers can be designated.

An author cannot change topic or message content once it is posted. Only resources who are collaboration managers for the specified investment can delete discussion topics and messages.

For more information, see the Project Management User Guide.

Follow these steps:

  1. Open the discussions list page for the project or program.
  2. Click New.

    The properties page appears.

  3. Complete the following fields, and save:
    Topic Name

    Defines the name of the topic.

    Access

    Specifies the access applied to this discussion. To grant discussion access to all of the project or program participants, click All Resources/Groups.

    Default: All Resources/Groups

    Selected Resources/Groups

    Specifies the individuals who can participate in the discussion.

Post a Message to a Discussion Topic

Follow these steps:

  1. Open the discussions list page for the project or program.
  2. Click the name of the topic to which you want to respond.

    The messages page appears.

  3. Click New.

    The properties page appears.

  4. Complete the following fields:
    Subject

    Defines the subject of the message.

    Message Text

    Defines the text of the message.

    Access

    Defines the resources having access to the message.

    Values:

    • All Resources/Groups. Select this option to add all of the project participants.
    • Selected Resources/Groups. Select this option to locate and add specific individuals to the discussion.

    Default: All Resources/Groups

    Attach a Document

    Defines the path of the document to attach to the message.

    Notify Participants

    Specifies if you want the discussion recipients to receive an email notification when a new message arrives for their review.

    Default: Selected

  5. Save the changes.

    The message displays in the list messages page beneath the topic name.

Post a Reply to a Message

Follow these steps:

  1. Open the discussions list page for the project or program.
  2. Click the name of the message to reply.

    The replies page appears.

  3. Click New.

    The properties page appears.

  4. Complete the following fields:
    Subject

    Defines the subject of the message.

    Message Text

    Defines the text of the message.

    Attach a Document

    Defines the path of the document to attach to the message.

    Notify Participants

    Specifies if you want the discussion recipients to receive an email notification when a new message arrives for their review.

    Default: Selected

  5. Save the changes.

    The message you created displays in the replies list. Click the name of the subject to open and read it.

  6. To return to the original message or to return to the list of topics, click the appropriate link at the top of the list.

Expand or Collapse a Discussion Thread

You can expand a thread to view all of the replies to a message and collapse it back to the message level.

Expanding a thread

When you expand a thread, you can see the expanded view of the message you selected. To expand a thread, select the message or reply whose contents you want to view, and click Expand.

Collapsing a thread

When you collapse a thread, the message or reply displays only its subject line. To collapse a thread, select the message or reply whose contents you want to collapse, and click Collapse.