View a list of changes made to a Project/Contract, by who and when.
Getting Started
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Setup required before use |
Who can use it? | Where is it? |
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Assistant project manager Project Manager Director Administrator System Administrator |
Project > Action > Audit Trail Contract > Action > CSA Audit Trail |
Tip: A Project log report is also available to list multiple projects at a time.
Certain information will be tracked depending on the status of the Projects and/or sub projects.
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Status change |
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Invoice contact |
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Primary contact |
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New sub project |
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Attach contact |
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Notes |
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Forecast |
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Draft invoices - create, edit of draft invoice number, or delete |
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Final invoice creation |
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Credit note or cancelled invoice creation |
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Final invoice or credit - change of invoice number |
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Payments |
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Post Invoice Maintenance |
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Attributes |
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Foreign currency |
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Rates changes that impact WIP  NEW 4.8.8 |
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Office |
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| New Project copied from Project # |
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| New Drawing Register entry NEW 4.8.5 |
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| Amended Drawing Register entry NEW 4.8.5 |
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| Deleted Drawing Register entry NEW 4.8.5 |
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| Transmittal Submitted, Approved, or Declined NEW 4.8.5 |
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| Transmittal Package file created NEW 4.8.5 |
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| Transmittal opened for Edit NEW 4.8.5 |
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Transmittal document template changes  NEW 4.9.1 |
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| Phases turned On/Off NEW 4.8.8 |
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| Transactions added to an invoice in Pre-Billing NEW 4.8.8 |
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| Transaction values modified in Pre-Billing NEW 4.8.8 |
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| Transactions removed from an invoice in Pre-Billing NEW 4.8.8 |
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| Delete of a cancelled invoice (original invoice at cancelled status) NEW 4.9.0 |
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Tip: The Drawing Register Audit details can also be viewed from within the Project Drawing register. Learn more about how to use the Audit for the Project Drawing Register.
| Proposal status | Active status | |
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Status change |
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WIP transfer |
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WIP write off |
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WIP restore |
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Fee change |
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Fee type change |
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Deletion |
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Budget items added - deleted - refreshed/changed |
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| Rate changes that alter WIP values (Project Specific or Practice rate changes) NEW 4.8.8 |
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| Name change NEW 4.8.8 |
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| Phase change NEW 4.8.8 |
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| Phase name change NEW 4.8.8 |
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| Item | Detail | Draft status | In progress status |
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Date |
The date the adjustment was approved or cancelled |
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Action |
Whether a new CSA was entered or cancelled. Also displays the CSA number. |
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User |
The user who accessed Synergy to create or cancel the CSA. |
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From, to and amount |
What the contract sum was before the adjustment, what it was after the adjustment and the adjustment amount. |
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Details |
Displays if the CSA was created from an approved quote or if it was a manual sum adjustment. In the case of a cancelled CSA, this will display the text typed as the reason for cancellation. |
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Looking for more help? Try reviewing the following Projects topics: View Topics
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