Activity Log

Modified on Tue, Jun 17 at 2:30 PM

The Activity Log is a feature of the Plus and Premium subscriptions. The log captures the date and time of the activity, the user who performed the action, the action, the entity (the object of the action), and provides additional details as well.

The Activity Log is not an audit log. It does not track detail to the level of amounts that are updated on budget worksheets. Best practice is to use the Notes function of the Budget Widget in worksheets to track amount changes, and/or create versions of budgets to preserve historical data.

The Activity Log is accessed from Admin Reports in the menu, so it is available only to Admin users. There are no additional permissions that apply to viewing the Activity Log.

NOTE: Partial Activity Logs are available as per below:

The Activity Log directly pertaining to a worksheet is accessed in Planner > Worksheets. It contains activity specific to the open worksheet and can be viewed by non-admins as well as Admins. 

The Activity Log directly pertaining to a budget is accessed in Planner > Planner Setup > Budget Management and can only be viewed by Admins.

The Activity Log captures these and many more actions:

Users
	Logins
	Slide-ins (also, logged actions performed when you've slid in as another user identify both users) Adding and deactivating users Updating user permissions
Budget Worksheet Activities
	Approved/Denied
	Added worksheet
	Deleted worksheet
	Change to or from top-level (which dimension was updated)
Budget Updates - Line Actions
	Add Line
	Adjust Lines
	Change Line Dimensions
	Delete Lines
	Flat to Budget
	Initialize
	Round
	Save Line
	Save Line
Budget Changes from Planner > Setup
	Import data
	Deleted and archived
	Deleted from archive
	Copy
	Restore from archive
	Set viewable / non-viewable
	Set or unset as Dashboard or Planner
	Assign and remove approver
	Assign and remove owner
Personnel Budgeting Scenarios
	Copy
	Delete
	Lock or Unlock
	Post to Budget
	Allocation Applied
SPW-related updates
	Add GSPW
	Add SPW Template
	Recalculate Reporting Groups (button on the SPW screen)