View financial summary audit trail

The financial summary audit trail tracks modifications to the financial summary. Changes to the financial summary can be made using PPM or web services.

Events recorded in audit trail

The following table describes the types and events recorded in the audit trail.

The audit trails of org unit financial summaries only record the changes of approved budget.

Type	Events Audited
Forecasts	Increased/Decreased Forecast Cost For Fiscal Year <yyyy> Increased/Decreased Actual Cost For Fiscal Year <yyyy> Added/Deleted cost line Change in category Change in type Change in expense type
Benefits	Increased/Decreased Forecast Benefit For Fiscal Year <yyyy> Increased/Decreased Actual Benefit For Fiscal Year <yyyy> Added/Deleted benefit line Change in category Change in type
Approved Budget	Increased/Decreased for Fiscal Year <yyyy>
Snapshots	Create a snapshot
Plan of Record	Set Plan of Record

Place to view financial summary audit trail

To view the financial summary Audit Trail window, click More > Financial Summary Audit Trail on the financial summary. The audit trail events are listed in reverse chronological order.

Access rights to view financial summary audit entries

The financial summary audit trail filters entries according to your access rights and access grants for the financial summary.

The following table describes what you can view in a financial summary audit trail depending on the access rights you have.

Access Right	Description
View Costs or Edit Costs	Allows the user to view audit entries for forecast updates (the addition, modification, or deletion of cost lines).
View Benefits or Edit Benefits	Allows the user to view audit entries for benefit updates (the addition, modification, or deletion of benefit lines).
Edit Approved Budget	Allows the user to view audit entries for approved budget updates.
Set Plan of Record	Allows the user to view audit entries for the creation of snapshots. If the user has the Set a Financial Summary Snapshot as the Plan of Record access grant, the user can also view audit entries for Plan of Record updates.