Available Audit Trail Event Types

1. Entry

The category of Audit Trail is divided into several subcategories, each representing a different kind of recorded activity within the system. These subcategories help track specific types of actions for better transparency. The available subcategories are: Time, Expense, Charge, Financial, Workforce Planning, and Collaboration.Entry

Time

Time
Components
Assignment	Tracks changes to assignments, including creation, modification, deletion, completion, and uncompletion (Insert, Update, Delete, Complete and Uncomplete).
Assignment Change Request	Audits Assignment Change Requests, including creation and updates (Insert, Update).
Assignment ETC Change	Monitors updates to the Estimated Time to Complete (ETC) for Assignments (Update).
Close Timesheet	Records when a Timesheet is closed (Update).
Hourly Time Entry	Audits creation, modification, or deletion of Hourly Time Entries (Insert, Update, Delete).
Leave Request	Tracks creation, updates, or removal of Leave Requests (Insert, Update, Delete).
Leave Request State Change	Monitors changes to the State of Leave Requests (Update).
Open Timesheet	Records when a Timesheet is opened (Update).
Time Entry	Audits creation, modification, or deletion of Time Entries (Insert, Update, Delete).
Time Entry Double Overtime	Monitors modifications to Double Overtime Time Entries (Update).
Time Entry Overtime	Monitors modifications to Overtime Time Entries (Update).
Time Entry State Change	Records changes in the State of a Time Entry, including completion, approval, or rejection (Complete, Incomplete, Approve, Unapprove, Reject).
Timesheet Punch Entry	Audits creation or updates of Punch Entries within a Timesheet (Insert, Update).
Timesheet Recall	Monitors when a Timesheet is recalled (Update).
Timesheet State Change	Tracks State Changes for a Timesheet (Update).

Expense

Expense
Event Type
Expense Entry	Audits creation, modification, or deletion of Expense Entries (Insert, Update, Delete).
Expense Report	Tracks creation, updates, or removal of Expense Reports (Insert, Update, Delete).
Expense Report Group Assignment	Monitors updates to Group Assignments on Expense Reports (Update).
Expense Report Recall	Records when an Expense Report is recalled or updated (Update).
Expense Report State Change	Audits updates to the State Changes of an Expense Report (Update).
Expense Report State Changed By Not Assigned Person	Tracks updates to an Expense Report’s State when modified by someone not originally assigned (Update).
Expense Report Stop Recurring Notifications	Monitors updates that stop recurring notifications for an Expense Report (Update).
Expense Report Team Assignment	Audits updates to Team Assignments on Expense Reports (Update).
Expense Report Title Assignment	Tracks updates to Title Assignments on Expense Reports (Update).
Expense Report User Assignment	Monitors updates to User Assignments on Expense Reports(Update).
Expense Report Workflow Role Assignment	Audits updates to Workflow Role Assignments on Expense Reports (Update).
Mobile OCR	Records updates made through mobile OCR processing (Update).
PSA OCR	Audits updates made through PSA OCR processing (Update).

Charge

Charge
Event Type
Charge Entry	Audits the creation, modification, or deletion of charge entries (Insert, Update, Delete).
Charge Entry Recognition Schedule	Monitors updates to recognition schedules for charge entries (Update).
Charge Recognition Schedule Cycle	Tracks updates to charge recognition schedule cycles (Update).
Product Entry	Audits the creation, modification, or deletion of product entries (Insert, Update, Delete).
Product Entry Recognition Schedule	Monitors updates to recognition schedules for product entries (Update).
Product Entry Rule	Audits the creation, modification, or deletion of product entry rules (Insert, Update, Delete).
Product Recognition Schedule Cycle	Tracks updates to product recognition schedule cycles (Update).

Financial

Financial
Event Type
Invoice Batch	Audits the creation, modification, or deletion of invoice batches (Insert, Update, Delete).
Invoice Batch Paid In Full	Tracks updates when an invoice batch is marked as fully paid (Update).
Invoice Batch Partial Payment	Monitors updates when an invoice batch is partially paid (Update).
Invoice Batch State Change	Records state changes for an invoice batch, including approval, rejection, opening, or submission (Approve, Reject, Open, Submit).
Invoice State Changed By Not Assigned Person	Audits updates to invoice states made by someone not originally assigned (Update).
Invoice Stop Recurring Notifications	Monitors updates that stop recurring invoice notifications (Update).
Payable Batch	Audits the creation, modification, or deletion of payable batches (Insert, Update, Delete).
Payable Batch State Change	Tracks submission of payable batch state changes (Submit).
Payroll Batch	Audits the creation, modification, or deletion of payroll batches (Insert, Update, Delete).
Payroll Batch State Change	Monitors submission of payroll batch state changes (Submit).
Revenue Batch Manager	Audits the creation, modification, or deletion of revenue batch records (Insert, Update, Delete).
WIP Accrual Batch	Audits the creation, modification, or deletion of work-in-progress (WIP) accrual batches (Insert, Update, Delete).

Workforce Planning

Workforce Planning
Event Type
Booking Entry	Audits the creation, modification, or deletion of booking entries (Insert, Update, Delete). Also tracks: Replacement of a role by a user from the Work Plan. Replacement of a role booking by a user booking in Upland Project Planner. Insert event when finding a match and replacing a role with a user from the Work Plan.
Resource Request	Audits the creation, modification, or deletion of resource requests (Insert, Update, Delete).
Resource Request State Change	Monitors updates to the state of a resource request (Update).

Collaboration

Collaboration
Event Type
Project Status Entry	Audits the creation, modification, or deletion of project status entries (Insert, Update, Delete).

2. Setup

The Setup category of Audit Trail is divided into several subcategories, each representing a different type of configuration activity within the system. These subcategories help track setup and administrative changes for better transparency. The available subcategories are: Organization, Work, Time, Expense, Financial, and Workforce Planning.

Organization

Organization
Event Type
Batch Options	Monitors updates to batch configuration options (Update).
Business Unit	Audits the creation, modification, deletion, suspension, or unsuspension of business units (Insert, Update, Delete, Suspend, Unsuspend).
Business Unit Rename	Tracks updates when a business unit is renamed (Update).
Class	Audits the creation, modification, or deletion of class records (Insert, Update, Delete).
Cost Center	Audits the creation, modification, or deletion of cost centers (Insert, Update, Delete).
Defaults	Monitors updates to default configuration settings (Update).
Group	Audits the creation, modification, or deletion of groups (Insert, Update, Delete).
Group Rename	Tracks updates when a group is renamed (Update).
Preference	Monitors updates to user or system preferences (Update).
Resource Type	Audits the creation, modification, or deletion of resource types (Insert, Update, Delete).
Role	Audits the creation, modification, or deletion of roles (Insert, Update, Delete).
Security	Audits the creation, modification, or deletion of security configurations (Insert, Update, Delete).
Site	Audits the creation, modification, deletion, suspension, or unsuspension of sites (Insert, Update, Delete, Suspend, Unsuspend).
Site Rename	Tracks updates when a site is renamed (Update).
System	Monitors updates to system settings (Update).
System Table	Audits the creation, modification, or deletion of system table records (Insert, Update, Delete).
Team	Audits the creation, modification, deletion, suspension, or unsuspension of teams (Insert, Update, Delete, Suspend, Unsuspend).
Team Rename	Tracks updates when a team is renamed (Update).
Terminology	Monitors updates to system terminology (Update).
Title	Audits the creation, modification, or deletion of titles (Insert, Update, Delete).
Title Rename	Tracks updates when a title is renamed (Update).
User	Available options are to audit the Insert, Update, Delete, Suspend, Unsuspend and Decommission actions
User Banked Overtime	Monitors updates to user banked overtime records (Update).
User Defined Field Security	Audits the creation, modification, or deletion of user defined field security settings (Insert, Update, Delete).
User Defined Fields	Audits the creation, modification, or deletion of user defined fields (Insert, Update, Delete).
User Group History	Audits the creation, modification, or deletion of user group history records (Insert, Update, Delete).
User Password	Monitors updates to user passwords (Update).
User Rename	Tracks updates when a user is renamed (Update).

Work

Work
Event Type
Assignment Budget	Audits the creation, modification, or deletion of assignment budgets (Insert, Update, Delete).
Client	Audits the creation, modification, or deletion of clients (Insert, Update, Delete).
Client Rename	Tracks updates when a client is renamed (Update).
Components	Audits the creation, modification, deletion, suspension, or unsuspension of components (Insert, Update, Delete, Suspend, Unsuspend).
Components Rename	Tracks updates when a component is renamed (Update).
Contract	Audits the creation, modification, deletion, suspension, or unsuspension of contracts (Insert, Update, Delete, Suspend, Unsuspend).
Contract Rename	Tracks updates when a contract is renamed (Update).
Milestone	Audits the creation, modification, or deletion of milestones (Insert, Update, Delete).
Milestone Recognition Schedule	Monitors updates to milestone recognition schedules (Update).
Milestone Recognition Schedule Cycle	Tracks updates to milestone recognition schedule cycles (Update).
Phase	Audits the creation, modification, or deletion of project phases (Insert, Update, Delete).
Phase Rename	Tracks updates when a project phase is renamed (Update).
Portfolio	Audits the creation, modification, or deletion of portfolios (Insert, Update, Delete).
Portfolio Budget	Audits the creation, modification, or deletion of portfolio budgets (Insert, Update, Delete).
Portfolio Budget Allocation	Audits the creation, modification, or deletion of portfolio budget allocations (Insert, Update, Delete).
Portfolio Rename	Tracks updates when a portfolio is renamed (Update).
Portfolio Security	Audits the creation, modification, or deletion of portfolio security settings (Insert, Update, Delete).
Product Recognition Schedule	Monitors updates to product recognition schedules (Update).
Program	Audits the creation, modification, deletion, suspension, or unsuspension of programs (Insert, Update, Delete, Suspend, Unsuspend).
Program Detailed Auditing	Monitors detailed updates within programs (Update).
Program Rename	Tracks updates when a program is renamed (Update).
Project	Audits the creation, modification, deletion, suspension, or unsuspension of projects (Insert, Update, Delete, Suspend, Unsuspend).
Project Budget	Audits the creation, modification, or deletion of project budgets (Insert, Update, Delete).
Project Detailed Auditing	Monitors detailed updates within projects (Update).
Project Recognition Schedule	Monitors updates to project recognition schedules (Update).
Project Recognition Schedule Cycle	Tracks updates to project recognition schedule cycles (Update).
Project Rename	Tracks updates when a project is renamed (Update).
Project Security	Audits the creation, modification, or deletion of project security settings (Insert, Update, Delete).
Project Type	Audits the creation, modification, or deletion of project types (Insert, Update, Delete).
Project Workflow	Audits the creation, modification, deletion, suspension, or unsuspension of project workflows (Insert, Update, Delete, Suspend, Unsuspend).
Project Workflow Rename	Tracks updates when a project workflow is renamed (Update).
Project Workflow Role	Audits the creation, modification, or deletion of project workflow roles (Insert, Update, Delete).
Task	Audits the creation, modification, deletion, suspension, unsuspension, or decommissioning of tasks (Insert, Update, Delete, Suspend, Unsuspend, Decommission).
Task Budget	Audits the creation, modification, or deletion of task budgets (Insert, Update, Delete).
Task Rename	Tracks updates when a task is renamed (Update).
Work Item	Audits the creation, modification, deletion, suspension, or unsuspension of work items (Insert, Update, Delete, Suspend, Unsuspend).
Work Item Detailed Auditing	Monitors detailed updates within work items (Update).
Work Item State Change	Tracks updates to the state of work items (Update).
Work Item Workflow	Audits the creation, modification, deletion, suspension, or unsuspension of work item workflows (Insert, Update, Delete, Suspend, Unsuspend).
Work Item Workflow Rename	Tracks updates when a work item workflow is renamed (Update).
Work Item Workflow Role	Audits the creation, modification, or deletion of work item workflow roles (Insert, Update, Delete).
Work Type	Audits the creation, modification, or deletion of work types (Insert, Update, Delete).
Work Type Rename	Tracks updates when a work type is renamed (Update).

Time

Time
Event Type
Leave Request Workflow	Audits the creation, modification, deletion, suspension, or unsuspension of leave request workflows (Insert, Update, Delete, Suspend, Unsuspend).
Leave Request Workflow Rename	Tracks updates when a leave request workflow is renamed (Update).
Leave Request Workflow Role	Audits the creation, modification, or deletion of leave request workflow roles (Insert, Update, Delete).
Timesheet Charges	Monitors updates to charges recorded within timesheets (Update).
Timesheet Holiday	Audits the creation, modification, or deletion of timesheet holiday records (Insert, Update, Delete).
Timesheet Leave Time	Audits the creation, modification, deletion, suspension, or unsuspension of leave time entries in timesheets (Insert, Update, Delete, Suspend, Unsuspend).
Timesheet Notification	Tracks updates to timesheet notifications (Update).
Timesheet Overtime Policy	Monitors updates to timesheet overtime policies (Update). The audit includes the date, old value, and new value of changes made to the Current Value setting (Setup > Organization > Users > User Edit > Overtime Policy).
Timesheet Template	Audits the creation, modification, or deletion of timesheet templates (Insert, Update, Delete).
Timesheet Workflow	Audits the creation, modification, deletion, suspension, or unsuspension of timesheet workflows (Insert, Update, Delete, Suspend, Unsuspend).
Timesheet Workflow Rename	Tracks updates when a timesheet workflow is renamed (Update).
Timesheet Workflow Role	Audits the creation, modification, or deletion of timesheet workflow roles (Insert, Update, Delete).

Expense

Expense
Event Type
Expense Item	Audits the creation, modification, deletion, suspension, or unsuspension of expense items (Insert, Update, Delete, Suspend, Unsuspend).
Expense Item Rename	Tracks updates when an expense item is renamed (Update).
Expense Payable General	Monitors updates to general expense payable settings (Update).
Expense Payable Options	Tracks updates to expense payable options (Update).
Expense Setup General	Monitors updates to general expense setup settings (Update).
Expense View Setup	Audits updates to expense view configuration settings (Update).
Expense Workflow	Audits the creation, modification, deletion, suspension, or unsuspension of expense workflows (Insert, Update, Delete, Suspend, Unsuspend).
Expense Workflow Group Manager Assignment	Audits the creation, modification, or deletion of expense workflow group manager assignments (Insert, Update, Delete).
Expense Workflow Originator Assignment	Audits the creation, modification, or deletion of expense workflow originator assignments (Insert, Update, Delete).
Expense Workflow Originator’s Approval Manager Assignment	Audits the creation, modification, or deletion of approval manager assignments for expense workflow originators (Insert, Update, Delete).
Expense Workflow Originator’s Functional Manager Assignment	Audits the creation, modification, or deletion of functional manager assignments for expense workflow originators (Insert, Update, Delete).
Expense Workflow Rename	Tracks updates when an expense workflow is renamed (Update).
Expense Workflow Role	Audits the creation, modification, or deletion of expense workflow roles (Insert, Update, Delete).
Expense Workflow Role Assignment	Audits the creation, modification, or deletion of expense workflow role assignments (Insert, Update, Delete).
Expense Workflow Title Assignment	Audits the creation, modification, or deletion of expense workflow title assignments (Insert, Update, Delete).
Expense Workflow User Assignment	Audits the creation, modification, or deletion of expense workflow user assignments (Insert, Update, Delete).

Financial

Financial
Event Type
Accounting	Tracks updates to accounting configurations (Update).
Charge Recognition Schedule	Audits updates to charge recognition schedule configurations (Update).
Chart of Accounts	Audits the creation, modification, or deletion of chart of accounts entries (Insert, Update, Delete).
Cost Rule	Audits the creation, modification, deletion, suspension, or unsuspension of cost rules (Insert, Update, Delete, Suspend, Unsuspend).
Cost Rule Association	Audits the creation, modification, or deletion of cost rule associations (Insert, Update, Delete).
Currency	Audits the creation, modification, or deletion of currency records (Insert, Update, Delete).
Currency Exchange	Tracks updates to currency exchange rates (Update).
Financial System	Audits updates to financial system settings (Update).
Invoice	Audits the creation, modification, or deletion of invoices (Insert, Update, Delete).
Invoice Settings	Tracks updates to invoice configuration settings (Update).
Invoice Time Adjustment	Audits updates or deletions of invoice time adjustments (Update, Delete).
Invoice Workflow Role	Audits the creation, modification, or deletion of invoice workflow roles (Insert, Update, Delete).
Payroll	Audits the creation, modification, or deletion of payroll records (Insert, Update, Delete).
Revenue Batch Setup	Tracks updates to revenue batch configuration (Update).
Revenue Rule	Audits the creation, modification, deletion, suspension, or unsuspension of revenue rules (Insert, Update, Delete, Suspend, Unsuspend).
Revenue Rule Association	Audits the creation, modification, or deletion of revenue rule associations (Insert, Update, Delete).
Tax Detail	Audits the creation, modification, or deletion of tax details (Insert, Update, Delete).
Tax Group	Audits the creation, modification, or deletion of tax groups (Insert, Update, Delete).
WIP Accrual	Audits the creation, modification, or deletion of WIP accrual records (Insert, Update, Delete).
WIP Policy	Audits the creation, modification, or deletion of WIP policy records (Insert, Update, Delete).

Workforce Planning

Work Process
Event Type
Resource Request Workflow	Audits the creation, modification, deletion, suspension, or unsuspension of resource request workflows (Insert, Update, Delete, Suspend, Unsuspend).
Resource Request Workflow Rename	Tracks updates to the name of a resource request workflow (Update).
Resource Request Workflow Role	Audits the creation, modification, or deletion of roles within a resource request workflow (Insert, Update, Delete).
Skill Association	Audits the creation, modification, or deletion of skill associations (Insert, Update, Delete).

3. Exchange

The Exchange category of Audit Trail records activities related to data imports and exports,. The Exchange category does not have any subcategories.

4. System

The System category of Audit Trail captures activities related to system access, user sessions, page interactions, and key system functions. These records help monitor and maintain system security, usage, and performance. Available options within this category include: Custom, Document, Log Off, Logon, Page, Password Reset, and Reminder.

4. Tools

The Tools category of Audit Trail tracks actions related to the use of Tools, specifically the Excel Import tool. This helps maintain visibility over data imports.