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, Project, and Program fields that are supported:

• Proposal/Charter Fields
  • Basics: Status, Roadmap
  • Finance: Initial Finance Fields (Varies based on your Finance Template Configuration)
  • Dates: Planned Start Date, Actual Start Date, and Planned Project Close Date
  • Approvals: Sign-off Status
• Project Fields
  • Basics: Status, Roadmap, Project Name, Organization Hierarchy, Custom Fields, Confidentiality, Risk/Priority, Classification Fields, Statement and Notes, Project Basics Finance Fields, and Evaluation Criteria
  • WBS and Non-WBS: Name, Status, Resources, Plan Start, Plan Completion, Actual Start, Actual Effort, Actual Completion, and % Completion
  • Resource: Resource Creation and Resource Rate Change
  • Dates: Actual Start Date and Planned Project Close Date
  • Project Settings
• Program Fields
  • Basic Details: All fields
  • Organization: All fields
  • Program Budget: All fields
  • Program Custom Fields: All fields
  • Statement and Notes: All fields
  • Associated Proposals
  • Associated Projects

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.

Viewing Field Change History for Programs

1. Navigate to the Programs page (Go To > Program), or select Program from the Left Navigation Bar.
2. Select a program.
3. From the Program # 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