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View the workflow history

Owned by Denise McGettigan, created
Last updated: Oct 03, 2023
1 min read

The progress and history of the workflow, including any comments that were added, are tracked and visible to all users. Seeing who has performed specific tasks saves time when you need to ask for further detail about an entry. The ability to view an audit trail in the budget or forecast is particularly important to budget owners.

To open the Workflow History window, use one of these methods:

  • Click the predecessor identifier button, for example “CC” for Charlie C.Epho

  • Right-click the workflow cell and click Workflow History.

You can also view the version history of a cell in the worksheet.