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View and Filter the Change History of the Budget

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Objective

To view and filter the budget's change history. 

Background

You can view a detailed record of every change made to a project's budget.  This history shows what was changed, who made the change, and when it occurred.  This helps you track updates and maintain a complete audit trail for the budget.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the project's Budget tool. 
  • Additional Information:
    • Items in the change history cannot be deleted. 

Steps

  1. Navigate to the project's Budget tool. 
  2. Click the Change History tab. 
    This opens the Change History page. 

    budget-change-history.png
     
  3. (Optional) Choose one of these options to apply filters to the data table:
    • Select an item from the Sub Job, Cost Code, or Cost Type drop-down list above the table.
      OR
    • Click Filters. Then choose the filters to apply from the lists in the side panel.

See Also