View Change History

The Change History log tracks modifications made within Capital Planning, providing complete transparency and auditability for financial revisions.

Required User Permissions:

• 'Read Only', 'Standard', or 'Admin' level access to Capital Planning.

1. Navigate to the Capital Planning tool.

2. Click on the Change History tab.

3. Review the log for details on changed values, time stamps, and the user accounts responsible for each action.

4. Filter Change History by:

   1. Project: View changes for a specific project.

   2. Date: View changes on a specific date or date range.

   3. Team Member: View changes made by a specific person.

   4. Field: View changes in a specific column, such as Planned Amount.