Cost card history is one of the most useful forms in Projector. It gives you a history of time, date, adjustment type, who made the adjustment, and valuation changes due to any adjustments. With this full picture, you can piece together an exact audit history of what has occurred to a specific cost card.
History is also available in Projector Web from cost management.
This form is reached from:
Permissions and Settings
Cost Card History
Explanation of the fields in the cost card history table.
Date and time change was made
What type of change was made
Who made the change
|Approved By||Adjustments of cost cards by changing the amount, transferring between projects, changing the type, description, etc all require that both Finance and Project Manager approval be given. These fields show who gave that approval.|
Value After Adjustment
The client and disbursed amount after the change
|Currency||The currency of the cost card.|
When adjustments are made, adjusters are given the opportunity to specify an explanation. For example, when rejecting a time card you can specify why it was rejected. That value is shown here. In addition, there may be Projector-generated explanations. These include:
You may see these three icons in a history row.