Change History
Applies to: Pro · Enterprise
Last updated: 17-Jul-2025
Overview
The Change History tab in the collaboration panel records every edit made by every participant during a session. You can see who changed what, when they changed it, and what the previous value was — all in real time. The history can be exported to CSV or Excel for audit trails and reporting.
Opening Change History
- While in a collaboration session, open the side panel on the right.
- Click the History tab.
- The panel shows all changes grouped by entity.
A badge count on the History tab shows the total number of change groups.
How Changes Are Displayed
Grouping by Entity
Changes are grouped by the entity they affect (e.g., a specific activity, relationship, or WBS node). Each group appears as a collapsible card showing:
- Entity type icon and label (e.g., "Activity", "Relationship", "WBS")
- Entity identifier — activity code for activities, short name for WBS nodes, or ID for other types
- Change count badge — how many individual changes in this group
- Peer avatars — up to 3 avatars showing who contributed changes (with tooltips)
Groups are sorted by most recent change first.
Entity Types and Icons
| Entity | Icon | Colour |
|---|---|---|
| Activity | Edit | Indigo |
| Relationship | Link | Cyan |
| WBS | Hierarchy | Violet |
| Calendar | Calendar | Orange |
| Resource | Team | Emerald |
| Resource Assignment | Team | Emerald |
| Activity Code | Tags | Amber |
| Activity Code Value | Tags | Amber |
| Activity Code Assignment | Tags | Amber |
| User Defined Field | Grid | Indigo |
| Project Settings | Project | Slate |
Individual Change Details
Expand a group to see each change. Every change shows:
- Peer avatar (16 px) identifying who made the change
- Operation tag — colour-coded by action type:
| Tag | Colour | Actions |
|---|---|---|
| Edit | Blue | Field updates |
| Add | Green | New entities created |
| Delete | Red | Entities removed |
| Move | Orange | Entities moved to a different parent |
| Bulk | Purple | Bulk update operations |
| Settings | Gold | Project settings changes |
- Field name — a human-readable label (e.g., "Duration" instead of
target_drtn_hr_cnt) - Old value → New value — shown as:
- Old value in a red chip with strikethrough text
- Arrow separator (→)
- New value in a green chip
- Timestamp — small secondary text showing when the change occurred
Navigating to Changed Entities
For activities, each group card includes an aim icon button. Click it to scroll the Activities grid to that specific activity.
Exporting History
The summary footer at the bottom of the History tab shows:
- Total changes across all groups
- Total entities affected
- Two export buttons: CSV and Excel
CSV Export
Click CSV to download a file named collab-history-YYYY-MM-DD.csv with columns:
| Column | Description |
|---|---|
| Timestamp | When the change was made |
| Peer | Who made the change |
| Operation | Type of operation (Edit, Add, Delete, etc.) |
| Entity Type | Activity, Relationship, WBS, etc. |
| Entity ID | The identifier of the affected entity |
| Field | Which field was changed |
| Old Value | The previous value |
| New Value | The new value |
Excel Export
Click Excel to download a formatted .xlsx file named collab-history-YYYY-MM-DD.xlsx. The Excel file includes:
- A blue header row with white bold text
- Auto-sized columns for readability
- A frozen header row so column names stay visible while scrolling
Tips & Best Practices
- Review history before recalculating — check what changed so you understand its impact on the critical path.
- Export after each session — the history disappears when the session ends. Export it for audit records.
- Use the aim icon to jump to specific activities mentioned in change reports.
- Filter by peer — scan the avatars to focus on changes made by a specific team member.
Troubleshooting
| Issue | Solution |
|---|---|
| History is empty | Changes only appear during an active session. If no edits have been made, the History tab will be blank. |
| Missing old values | Some operations (like adding a new activity) don't have old values — only the new value is shown. |
| Export button disabled | No changes to export. Make some edits first. |