Guide · Running the portfolio

Read and export the change log

Every change, who made it and when, and whether it has reached the board.

Updated 31 October 2026

Every change is written to the change log: projects and records added, changed, removed, duplicated, published, imported, and what was dismissed from the delivery work. Nobody can edit or delete it, administrators included.

Open it

  • Auditors: the Change log tab.
  • Project Owners, Portfolio Editors and Administrators: Admin, then Change log.

Board Members do not see the change log. Project Owners see the entries for their own projects and their own changes; the portfolio roles and Auditors see everything.

Read it

Each row shows When, Action, Entity, Ref, Project, Detail, By, and Board: published, or Staged if it has not reached the board yet.

Type in Filter to narrow it by project, person or action.

Export it

Choose Export log (CSV) for the whole log you can see.

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