View the Import Audit Log

  1. Navigate to:
    • (For a Planning Manager at the company level) Go to the Company Workspace tab and switch to User mode. In the left Navigator, select Planning Manager.
    • (For a Planning Manager at the project/shell level) Go to the shell tab where the Planning Manager resides and switch to User mode. In the left Navigator, select Planning Manager.

    The system expands the navigator to show the planning types and their corresponding items and sheets.

  2. Click the [planning item] - Items node.
  3. In the [planning item] log, select the applicable item.
  4. In the Actions menu, click View Import Audit Log.
  5. In the Import Audit Log view information pertaining to the import process that created the planning item such as the name of the CSV or Microsoft Excel file that was imported, the date that the item was created and completed, the name of the user who performed the import, and so on.

    Note: By design, planning items with attachments are not included in the CSV import.

See Also

Planning Manager

About the Planning Manager

Access Planning Items and Planning Sheets

Access Planning Items from Master Log - Business Processes node

Planning Manager Item Log (Attributes)

Planning Manager Sheet Log

Create a Planning Item

Bulk Edit Planning Items from the Planning Manager Log

Delete Planning Items

Create a Planning Sheet

Copy a Planning Sheet

Open the Planning Sheet

Add and Manage Planning Sheet Rows

Add and Manage Planning Sheet Columns

Filter Planning Sheet Content

Copy Column Data

Modify Planning Items from a Planning Sheet

Grant Planning Sheet Permission

Understanding Reverse Auto-population

Print a Planning Manager Form



Last Published Tuesday, April 8, 2025