The History tab displays a read-only list of all changes that have been made to projects. This is the second tab on the Actions interface.
Filter
The History tab can be filtered using the Quick Search fields at the top of the interface. When a value is selected in one of these fields, the table will automatically be populated with the relevant project list.
| Quick Search Field | Description |
|---|---|
| Division | This is a picklist of all values in the Division code list. It will be used to return all projects that are located within the selected Division. |
| Division ID | This is a textbox that allows the user to enter the Division ID in whole or in part. It will be used to return all projects that have that string of numbers. |
| Project | This is a textbox that allows the user to enter the project name in whole or in part. It will be used to return all projects that have the specified values in their title. |
| From | This is a text/calendar select field that can be used to input the "From" value for a date range in the preformatted box (mm/dd/yyyy). This filter will be used to return all projects that are located within the selected date range. This field must be used in conjunction with the To field. The tab will only be updated once both date fields have completed values. |
| To | This is a text/calendar select field that can be used to input the "To" value for a date range in the preformatted box (mm/dd/yyyy). This filter will be used to return all projects that are located within the selected date range. This field must be used in conjunction with the From field. The tab will only be updated once both date fields have completed values. |
Table
Each project listed in the History tab will be composed of a Project Header and Project Change Table.
Project Header
The Project Header is displayed at the top of each project listing. It will be specified by these fields:
| Column | Description |
|---|---|
| +/- | This is an icon used to expand all project rows to view their Project Change Tables. If the user wishes to expand the rows individually, they can use the caret icons on the desired row under this column. |
| Division ID | This is the unique identifier for the CIP project as shown on the Detail tab. This value will be a hyperlink that will allow the user to navigate back to the Detail tab. |
| Division | This is the division in which the user who made the change is located. |
| Project | This is the name for the CIP project as shown on the Detail tab. This may be truncated due to space; however, the user can hover over the text to see the full value. |
| Action By | This is the user who approved the change. |
| Action Date | This is the date the change was approved. |
| Status | This is the status of the resulting action for the Project Refresh. |
Project Change Table
Once the Project Header row is expanded (caret), the user can view the history of changes made to that specific project in the Project Change Table. Multiple pending changes can be listed under a project. This table will be specified by these columns:
| Column | Description |
|---|---|
| Funding Level 3 | The detailed revenue source for the project, to the program level. Represented as [Funding Level 1 |Funding Level 2 | Funding Level 3]. |
| Value Changed | This is the project data element that has changed. |
| Former Value | This is the value of the data element prior to the change. |
| New Value | This is the value of the data element after the change. |
| Updated By | This is the user who made the change. |
| Updated Date | This is the date the change was made. |
| Notes | These are the notes associated with the change. They reflect the action taken and the status. |
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