Project Audit Trail

\The following is the recorded version of the help article outlined below - this audit trail overview covers the branch, client and enquiry, project, and timesheet audit trails.

Audit Trails Just Got a Whole Lot Smarter

Audit trails are the bread and butter of "who did what." Now, we've made it easier than ever with PROJECT-level audit trails. This feature brings you powerful new Auditing across all your Project functionality. We keep our CRM and Timesheet audits separate to ensure we dont overwhelm you with information.

To read about CRM audits, click here.

To read about timesheet audits, click here.

To read about financial management audits, click here.

To read about branch-level audits, click here.

This means all activity across all projects is in one central place. No more digging through individual projects to track down changes.

How to Access the Project Audit Trail:

1. Click on the Projects tab

2. Select Audit Trail

3.  Don’t see the button? Your permissions may need updating. Please contact your account owner or reach out to Rave Support for help.

Once you're in the audit trail, you can:

Search by any action or change
Filter by date range – zero in on a specific time period
Filter by user(s) – see what a particular team member has been up to
Select specific project(s) – narrow down your scope to a specific project
Filter by section-  Schedule, People Tab, Project Overview etc
Filter by action – e.g. editing a schedule task, deleting a project, editing project details, adding notes, removing a user from the people tab and more