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Blueprint Change History

Overview

Blueprint Change History lets you view the Change History for a Budget Blueprint in the Budget Estimator module. This feature is available within a Single Blueprint view, where you can review recorded change history items for that blueprint.

How to access

  1. In the Compass sidebar, open Budget Estimator.
  2. Go to Budget Blueprints. (This feature is capability-gated and requires permission.)
  3. Open a blueprint to enter the Single Blueprint view.
  4. Click the Change History tab.

Key features

  • View Budget Blueprints and open a Single Blueprint.
  • Use the Single Blueprint tabs:
    • Base Information
    • Change History
  • Review change history entries shown as Change History Item records.

Field descriptions

The Change History view uses the following fields (as listed in the module):

  • Change History: The tab where blueprint history is displayed.
  • Change History Item: An individual history entry.
  • Base Information: The other Single Blueprint tab available alongside Change History.
  • Blueprint Name: The name associated with the blueprint.
  • Budget Blueprint: The blueprint entity whose history you are viewing.
  • Budget Blueprints: The area where you select and open a blueprint to view its Change History.