New User Experience: Start Conversations and Post Comments

Conversations are a collection of posts and comments. Conversations provide a collaborative forum for all team members to discuss, document, and solve project-specific issues. For example, use conversations to discuss customer feedback or share observations during development. Conversations also helps Resource Managers and Project Coordinators discuss which resources or roles to allocate to an investment.
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Conversations are a collection of posts and comments. Conversations provide a collaborative forum for all team members to discuss, document, and solve project-specific issues. For example, use conversations to discuss customer feedback or share observations during development. Conversations also helps Resource Managers and Project Coordinators discuss which resources or roles to allocate to an investment.
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Start Conversations About Projects
Stay in touch with your team, ask questions, and resolve issues using conversations. Commenting is restricted to project team members and the project manager. Other users with the 
Project - Edit 
(global, instance, or OBS) access right can also comment.
Follow these steps
:
  1. Log in to the 
    CA PPM
     
    New User Experience
    .
  2. Click
    Menu
    and select
    Projects
    .
  3. Open a project.
    The Conversations tab appears.
  4. Enter your message in the
    Start a conversation
    box and press Enter.
  5. As a team member, you can post a reply. Enter your message in the Reply box and press
    Enter
    .
     
    This image displays how to start a conversation in Projects.
Example: Project Team Collaboration Using Conversations
A new project to upgrade the internal email system has started. Mike, a team member starts a conversation with Nicole, the project manager. Nicole responds to the post with her own comment.
The following image shows the conversation between Nicole and Mike:
This image displays a sample conversation between Nicole and Mike.
Start Conversations About Investments, Resources, and Roles
You can start a new conversation or comment on an existing one.
Resource Request
: Barb, the project coordinator has the task of staffing the investments. Barb uses the Investments to Resources page, to book a resource and starts a conversation with the Resource Manager, Derrick Joseph. Barb mentions Derrick and Derrick gets a notification. Derrick can reply to the post in the Notifications window or on the Conversations tab. The following image shows the Conversations pane for the resource:
This image displays how a conversation can be started on a resource.
Role Request
: Barb, the project coordinator has the task of staffing the investments. Barb has the required resource soft and hard booking rights. Barb uses the Investments to Resources page, to request for a specific role for a project. Barb starts a conversation with the Resource Manager, Derrick Joseph. Barb mentions Derrick and Derrick gets a notification. Derrick can reply to the query or post in the Notifications window or on the Conversations tab. The following image shows the Conversations pane for the role:
This image displays a sample conversation for a role request. 
 
If you do not have the booking rights, Role Requests will not display any results on the Resources page.
Follow these steps
:
  1. Click
    Menu
    and select
    Resources
    .
  2. Select the Investments-to-Resources view.
    1. Expand an investment to view a resource or role.
    2. Click the name of the resource or role to start a conversation.
      The Details pane appears.
    3. Select the Conversations tab. 
    4. Comment and mention the Resource Manager of the resource in the text box and click Enter.
  3. Select the Resources-to-Investments view.
    1. Expand the resource to view the investment.
    2. Click the name of the investment to start a conversation about the staffing or allocation.
    3. Comment and mention the Project Coordinator of the investment in the text box and click Enter. 
  4. For role requests:
    1. You can request for a resource having a specific role. Navigate to the Requests view of the Resources page.Filter for the required role.
    2. Click the role to see the list of investments available.
    3. Click the name of the investment.
      The Details pane appears.
    4. Select the Conversations tab. Enter your comment and click Enter.
Mention a Team Member Using the @Sign
When having a conversation with your team, use the @ sign to mention a specific team member in the conversation. Mentioning someone by name results in a new notification to alert them to reply. For example, Derrick and Barb do not mention each other when collaborating to solve staffing issues. They are already communicating in the conversation. However, mention someone in a new conversation or to remind them that you would like them to respond. You do not have to remember the complete name of the person that you want to mention. After the @ sign, enter the letters of the first or last name. Suggested team members appear.
Tips for Using the @Sign
  • You can use the @ sign multiple times in the same post and comment. We recommend that you mention no more than 20 members in a conversation. 
  • All team members who are part of your project, including the project manager, appear. A maximum of five suggestions appear at a time.
  • All active and locked team members can be mentioned. Inactive team members do not appear and cannot be mentioned.
  • The full name, project role, and avatar image appear to verify the identity of the team member. If the project role is not available, the primary role appears. If the information is unavailable, no role appears.
  • You can mention only those users who have the 
    Resource Management - Navigate
     right.
  • To mention an entire team, including the project manager, use @Team.
Example Conversation Directed at a Specific User
Barb Hudson is the Project Coordinator of a new project called CA PPM Upgrade. Barb needs resources for her project. She wants to have a conversation with Derrick Joseph (Resource Manager), to know the availability of a resource/role. Barb logs in the new UI of CA PPM and navigates to the Resources page. Barb uses the Investment to Resources window to filter the project and start the conversation. 
This image displays how a Project Coordinator requests for a role
Conversations and Comments
The following conditions apply for all comments and conversations:
  • The most recent conversation appears first; the most recent comment in a conversation appears last.
  • The user who added the comment can edit and delete it. Other users cannot. All comments in the deleted conversation are deleted. Once deleted, you cannot recover a conversation and its comments.
  • A conversation supports up to 200 replies.
  • You can enter a maximum of 1300 characters in a post or reply. Spaces, special characters, line breaks, and @mention strings count toward the 1300-character limit.
  • To add a new line in a comment, press 
    Shift
     + 
    Enter
    .
  • HTML tags, active links, images, videos, and other attachments are not supported in conversations.
The following conditions apply to conversations in the context of resource management: 
  • On the Resources page, a blue dot indicates an investment with one or more comments in a conversation.
  • When a resource is deleted from the investment, the conversations that are associated with the resource are also deleted. If a resource joins back an investment, the previous conversations are not available to the resource.
  • No specific rights are required for accessing conversations for resources/roles. If you have have appropriate booking rights on a team record, you can view or participate in conversations on that record. 
  • Conversations are transferred from the role team record to the resource team record when a role is replaced with a resource in Role Request view. The following steps and image demonstrate this behavior:
    1. Navigate to the Details pane of a requested role from the Role Request view. 
    2. Click Allocate To and search for a user from the list that is displayed. Click Replace Allocation. 
      The assigned resources now gets allocated to the role and gets all the conversations that were earlier present on the Role Request view. 
      This image displays how a role request can be allocated to a new resource who can now see the Conversations on the role record.
Conversation Notifications
Notifications are updates about conversation activity when a user @mentions you. The following conditions apply for conversation notifications in the
New User Experience
:
  • To view all notifications, click the notifications bell image2017-2-17 14:4:15.pngicon.
  • The count of new notifications appears on the notifications bell. The count disappears when you click the bell.
  • The notifications panel displays the avatar of the sender, subject of the notification, and a description of the message. The following image shows the notification panel:
    Notifications Panel.PNG
  • Scroll up or down to view all notifications on the panel.
  • Click
    CLEAR ALL
     to delete all notifications.
  • Click a notification to open it. You can reply, edit, or delete the message. You can also navigate to the Project from the notification message window. The following image shows an example:
    Conversation on Projects Page.PNG
  • Notifications about conversations for Resource Management also allow you to navigate to the Resources section. The following image shows an example:
    Conversation on R2I and I2R Panes.PNG
  • If a user is mentioned more than once in a single message, they are notified only once.
  • If a team is mentioned (@Team) in a Project conversation, then a notification is sent to all the team members in the project including the Project Manager.
  • If a conversation is deleted, the notification is also deleted.
  • A user can be mentioned in a conversation if the user has
    Resource Management - Navigate
    access right. However, the user cannot see the resource if the user does not have the required rights on the resource.
 
: You can personalize the way you receive notifications. By default, the application sends you conversation notifications by e-mail, SMS text message, and on-screen. See
Set Up Notifications
in Personalize CA PPM.
As an administrator, you can modify the two notification templates for conversations. These templates define how notifications appear in the application:
  • Conversation - Mentioned in a conversation
  • Conversation - Mentioned in a reply to a conversation