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Planview Customer Success Center

What is tracked when "Company History" functionality is enabled?

The following list outlines what is being tracked when the company history tracking is enabled in system manager:

Activity/Event Origin Activity/Event
Company Creation of a company
Company Modification of a company and the saving of the record
Company Creation of an engagement
Company Invoice committed
Company Activity completed
Company Creation of a knowledge item
Company Creation of a project
Company Comments added to the History tab
Contact Creation of a contact
Contact Modification of a contact
Contact Invitation to use Client Portal
Contact Activity completed
Contact Comments added to the History tab
Opportunity Creation of an opportunity
Opportunity Modification of an opportunity and the saving of the record
Opportunity Opportunity status change
Opportunity Revised close (start date) change
Opportunity Forecast amount change
Opportunity Opportunity is closed
Opportunity Activity completed
Opportunity Creation of an engagement from an opportunity
Opportunity Comments added to the History tab