Viewing Field History

EnterpriseTrack monitors important field changes and maintains a detailed history of these changes. You can filter, group, print, and export to Excel the contents of this list. The following table lists the Proposal and Project fields that are supported:

Proposal/Charter Fields

Project Fields

Basics: Status, Roadmap

Basics: Status, Roadmap

Finance: Initial Finance Fields (Varies based on your Finance Template Configuration)

WBS and Non-WBS: Name, Status, Resources, Plan Start, Plan Completion, Actual Start, Actual Effort, Actual Completion, % Completion

Dates: Planned Start Date, Actual Start Date, Planned Project Close Date

Dates: Actual Start Date, Planned Project Close Date

Approvals: Sign-off Status

 

Note: You cannot disable this feature.

Viewing Field Change History for Proposals

  1. Navigate to the Proposals/Charters page (Go To > Proposals), or select Proposals from the Left Navigation Bar.
  2. Select a proposal.
  3. From the Proposal # menu select Field Change History. The Field Change History page is displayed.

Viewing Field Change History for Projects

  1. Navigate to the Projects page (Go To > Projects), or select Project from the Left Navigation Bar.
  2. Select a project.
  3. From the Project # menu select Go To > Field Change History, or click the Field Change History icon on the Left Navigation Bar. The Field Change History page is displayed.

See Also

Common Features

Working with Global Search

Using Toolbars

Sorting Data

Using Filters

Advanced Search and Saved Searches

Using the Calendar

Personalizing the Listing Pages

Attaching Document Files

Using Fractional Duration and Effort

Required Fields

Logging Out


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Last Published Thursday, December 01, 2016