Project Audit Detail

The Project Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Project Info Center. If a project record is deleted, the name of the project is blank wherever that project is listed on the report.

To see Ajera CRM user IDs and dates for the operations, generate the Project Audit report.

Configuration Setting

This report is only available if your system administrator has enabled auditing for the Project Info Center.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.

Info Center Attachments

If Vision is configured to allow you to attach documents to a record, you can use the Info Center Attachments tab to upload, view, and store documents such as contracts, waivers, and images for your records. When you run an audit report, Vision includes an entry on the report that lists the Category, Filename, and Description for each attachment, as well as any changes that occurred.