Auditing Planning Data

Objective

After completing this lesson, you will be able to audit planning data.

Activate and Use Data Audit

Data audit is used to log and report on changes to transaction data in the model.

Enable Data Audit in a Model

Data audit is a low-overhead way to track who changed what transaction data and when. There's no impact on performance when this feature is enabled.

Data audit logs changes to public data starting from the point of activation. Any changes made before enabling the Data Audit setting aren't logged.

Data Audit enabled in the model

Data Changes Log

The data changes log is accessed by going to the side menu and selecting SecurityData Changes.

In the log, you can:

  • Select the model.
  • Change columns as needed.
  • Filter.

    You can filter the audit report by: Audit Time, Audit User, Audit Action, and other model dimensions.

  • Download to Microsoft Excel.
  • Delete data.

    Records can be manually deleted from the data audit table. There's no option to delete data automatically based on age.

Audit report with Model selection, column update, and delete options featured (left to right). The menu path to access the Data Changes audit report is highlighted in the bottom left of the image.

Imported data appears in the Signed Data Old column. Let's use the example of 225,000. If the user inputs 230,000, it appears in the Signed Data New column and the difference of 5,000 appears in the Signed Data Delta column. In the Audit Action column, the change is shown as a Modify audit action. Any data in a public version that is copied via version management appears as a New audit action.

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