Change History
In the Change History tab (under Settings), you can view all the additions, updates, and deletions to the following items:
- work items and the dependencies between them
- resources, user calendar exceptions
- users
- user groups
- custom objects
The information is useful for tracking the last year of changes for auditing purposes and aids troubleshooting by reducing time spent locating root causes of changes and fixing issues.
Additional features include:
- Live Mode to follow updates with automatic screen reload
- Filtering and sorting options for locating issues quickly and easily
- Access to changed items (by clicking)
- Download to Excel
NOTES
-
Change History is also available on projects (Utilities tab > Change History) for project items. For information abut enabling access to it, click here.
- Only fields defined in the Profile fieldset of the user will be available in Change History. Read more.
Jump to
- How it Works
- Filtering and Sorting
- Time Zone Options
- Live Mode
- Item Details
- Download Excel
- Previous Data
- Permissions
- Tracking History
- Custom Objects
How it Works
Details for each change include:
Changed On |
The date and time of the change in the your local time |
Changed By |
The user that made the change. System denotes changes made by the system. |
Change |
The type of change can be Add, Update or Delete |
Category |
Direct - Updated by the user in AdaptiveWork (web or mobile), or via API/workflow Indirect - Updated as a result of a Direct action. For example, changing a work item's due date can cause the expected progress field to be recalculated. Component - Changes performed by the system that are part of another operation. For example, adding a new task will also cause the addition of a resource link for the default Owner. System - Updated/calculated by the system. Scheduled changes such as calculation of "Expected Progress" fall into this category. |
Item Type |
The type of item, including work items, user etc. Note: Shortcut additions and Custom Objects are currently not tracked in Change History. |
Item |
The name of the item |
Related Item |
If the change involves another item (such as adding a resource or a dependency to a task), you’ll see the related item displayed here. |
Field Name |
The display name in AdaptiveWork |
Previous/New Value |
The value of the field/item before and after the update |
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Filtering and Sorting
Click on a column header to filter and sort the items.
Time Zone Options
The time zone option makes it easier for users across multiple timezones to compare changes.
This is of particular use when AdaptiveWork Administrators/Power Users located in a different timezone want to assist other users and review changes in a specific timeframe.
The default is "My Current Local Time" as per your computer's current clock setting.
Live Mode
Click Live Mode to have the screen automatically refresh the Change History every 10 seconds. This is particularly useful when working with multiple monitors and testing workflows or API changes.
Live Mode deactivates after 2 minutes or whenever you manually reload the page.
Item Details
Click the arrow to open the item details in a new tab.
Download Excel
Click Download Excel to export the events to an Excel file.
The downloaded file includes the time zone option, column order, column filters in the view and financial permissions (yes/no) of the User performing the download.
Note: The maximum amount of rows supported is 100,000.
Previous Data
Change History starts recording changes from when this feature becomes available.
Permissions
Users with Financial Permissions can see updated financial data for a Project.
Tracking History
The last 1 year of changes are saved by the Change History report. A clean-up process runs every night at 2:00 AM (your organization’s time zone) during which items with changes older than 1 year are deleted. As a result, the last 1 year of changes for every Work Item, dependency, and resource assignment is always stored and visible from the related Project.
Work Item changes are aggregated to the related Project but they are not rolled up to parent projects or the Program.
Using Project Change History, you can select multiple Projects and generate an aggregation of all changes to all of your Projects in the last 7 days, for example.
Custom Objects
For custom objects, additions, updates and deletions are tracked in change history. By default, changes to custom objects are not tracked in change history, but you can turn on change history for a custom object.
NOTE
Related links and related items are not tracked in change history for a custom object.
To enable change history for a custom object
In the Edit [custom object name] dialog, turn on the Enable Change History option.
Tracking can be stopped at any time by turning the the Enable Change History option off.