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Planview Customer Success Center

Change History


Change History lets you see all changes made in the system.

  • Track the last year of changes for auditing purposes
    Note: Click here for more about tracking history
  • Easier troubleshooting. Save time 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
    • Direct access (clickthrough) to changed items
    • Download to Excel

The Change History tab under Settings lists all changes (additions, updates, and deletions) to Work Items, the Dependencies between them, Resources, user Calendar Exceptions in the system, and users and user groups.


  • Change History is also available on the Project level, accessible from the Project. You can enable access using a System setting and/or using Profiles. Click here for more info.
  • Only fields defined in the Profile fieldset of the user will be available in Change History. Read more.

Click here for an on-screen tour


Jump to

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.


The type of change can be Add, Update or Delete


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.


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


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.


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.