Viewing a Lifecycle Entity Financial Summary Audit Trail

The financial summary audit trail tracks modifications to the lifecycle entity's financial summary. Changes to the financial summary can be made using PPM or Web services.

To view the Financial Summary Audit Trail window, click the Financial Summary Audit Trail button in the upper-right corner of the financial summary. The audit trail events are listed in reverse chronological order.

The column names in the audit trail are described in Table 4-4. Lifecycle entity financial summary audit trail columns.

Table 4-4. Lifecycle entity financial summary audit trail columns

Column Name

Description

Date

Date and time of the event.

User

User who initiated the event.

Type

Module in the financial summary that is affected:

  • Approved Budget

  • Benefits

  • Forecasts

  • Plan of Record

  • Snapshots

Context

Affected audit entry.

Event

Nature of the event in the audit trail.

Events that are audited are described in Table 4-5. Financial Summary Audit Trail types and events audited.

The types and events audited in the audit trail are described in Table 4-5. Financial Summary Audit Trail types and events audited

Table 4-5. Financial Summary Audit Trail types and events audited

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