Communicating with Project Team Members and Participants

Objective

After completing this lesson, you will be able to communicate with Project Team Members and Participants

Project Message Board

Project Message Board Benefits

The project message board in guided sourcing full projects enables you to communicate with project team members and participants efficiently and transparently. Messages and replies are sent in real-time and are visible to all team members.

  • Event level messaging functionality
  • Collaborate with both internal and external stakeholders
  • Supports attachments
  • Messages can be responded to from SAP Ariba or via email
  • Leave notes for team members when working collaboratively

How Messaging and Email Replies Work

Each project message board has a unique email address. Internal and external users who know this address can post messages to the corresponding project message board through email.

After receiving an email message, guided sourcing creates a new message or adds the message as a reply to an existing message based on the email's subject field. Suppose the subject field of the email message is different from all existing message titles. In that case, guided sourcing considers this email message as a new message and creates a message titled with the subject field of the email message. If the subject field of the email message is the same as any existing message title, guided sourcing considers this email message as a reply to an existing message.

Exploring the Project Message Board Panel

Project message board panel is expanded with multiple messages displayed.
  1. Enter search terms to search for messages.
  2. Create a message.
  3. Apply and manage labels.
  4. Delete one or more messages.
  5. Display the email address for the project message board.
  6. Export one or more messages to a Microsoft Excel file.
  7. Sort messages.
  8. Define message filter using field values.
  9. Select columns to show.
  10. Select the title of a message to open and view the message.

Each project message board, event message board, and messages popup uses a unique repository and does not share messages. For example, messages in the event message board for a given event do not appear in the messages popup for the same event. Similarly, messages in the event message board for a given event do not appear in event message boards for any other event.

Note

Message board content is not stored with appropriate data protection measures for personal data. Do not include sensitive personal data (for example, social security numbers) or personal data (for example, phone numbers) in messages or attachments posted to a project or event message board.

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