View the Capital Planning Change History

View the change history log in Capital Planning to audit and track financial modifications made across your capital plan. Tracking user adjustments to planned amounts, forecasting curves, and budget sync methods provides complete accountability for portfolio changes.

• Required User Permissions:

  • 'Read Only' permissions or higher to the company's Capital Planning tool.

• Additional Information:

  • Review logged changes for forecast modifications, curve transitions, planned amount adjustments, and switches between budget sync and manual lump-sum entry.

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.