Available Audit Trail Event Types

1. Entry

The Entry 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.

Time subcategory

Time subcategory
Components
Assignment	Available options are to audit the Insert, Update and Delete actions
Assignment Change Request	Available options are to audit the Insert and Update actions
Assignment ETC Change	Available option is to audit the Update action
Close Timesheet	Available option is to audit the Update action
Hourly Time Entry	Available options are to audit the Insert, Update and Delete actions
Leave Request	Available options are to audit the Insert, Update and Delete actions
Leave Request State Change	Available option is to audit the Update action
Open Timesheet	Available option is to audit the Update action
Time Entry	Available options are to audit the Insert, Update and Delete actions
Time Entry Double Overtime	Available option is to audit the Update action
Time Entry Overtime	Available option is to audit the Update action
Time Entry State Change	Available options are to audit the Complete, Incomplete, Approve, Unapprove and Reject operations
Timesheet Punch Entry	Available options are to audit the Insert and Update actions
Timesheet Recall	Available option is to audit the Update action
Timesheet State Change	Available option is to audit the Update action

Expense subcategory

Expense subcategory
Event Type
Expense Entry	Available options are to audit the Insert, Update and Delete actions
Expense Report	Available options are to audit the Insert, Update and Delete actions
Expense Report Group Assignment	Available option is to audit the Update action
Expense Report Recall	Available option is to audit the Update action
Expense Report State Change	Available option is to audit the Update action
Expense Report State Changed By Not Assigned Person	Available option is to audit the Update action
Expense Report Stop Recurring Notifications	Available option is to audit the Update action
Expense Report Team Assignment	Available option is to audit the Update action
Expense Report Title Assignment	Available option is to audit the Update action
Expense Report User Assignment	Available option is to audit the Update action
Expense Report Workflow Role Assignment	Available option is to audit the Update action
Mobile OCR	Available option is to audit the Update action
PSA OCR	Available option is to audit the Update action

Charge subcategory

Charge subcategory
Event Type
Charge Entry	Available options are to audit the Insert, Update and Delete actions
Charge Entry Recognition Schedule	Available option is to audit the Update action
Charge Recognition Schedule Cycle	Available option is to audit the Update action
Product Entry	Available options are to audit the Insert, Update and Delete actions
Product Entry Recognition Schedule	Available option is to audit the Update action
Product Entry Rule	Available options are to audit the Insert, Update and Delete actions
Product Recognition Schedule Cycle	Available option is to audit the Update action

Financial subcategory

Financial subcategory
Event Type
Invoice Batch	Available options are to audit the Insert, Update and Delete actions
Invoice Batch Paid In Full	Available option is to audit the Update action
Invoice Batch Partial Payment	Available option is to audit the Update action
Invoice Batch State Change	Approve, Reject, Open and Submit operations
Invoice State Changed By Not Assigned Person	Available option is to audit the Update action
Invoice Stop Recurring Notifications	Available option is to audit the Update action
Payable Batch	Available options are to audit the Insert, Update and Delete actions
Payable Batch State Change	Available option is to audit the Submit operation
Payroll Batch	Available options are to audit the Insert, Update and Delete actions
Payroll Batch State Change	Available option is to audit the Submit operation
Revenue Batch Manager	Available options are to audit the Insert, Update and Delete actions
WIP Accrual Batch	Available options are to audit the Insert, Update and Delete actions

Workforce Planning subcategory

Workforce Planning subcategory
Event Type
Booking Entry	Available options are to audit the Insert, Update and Delete actions. The following is also tracked: The replacement of a Role by a User from the Work Plan. The 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	Available options are to audit the Insert, Update and Delete actions.
Resource Request State Change	Available option is Update.

Collaboration subcategory

Collaboration subcategory
Event Type
Project Status Entry	Available options are to audit the Insert, Update and Delete actions

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 subcategory

Organization subcategory
Event Type
Batch Options	Available option is to audit the Update action
Business Unit	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Business Unit Rename	Available option is to audit the Update action
Class	Insert, Update and Delete actions
Cost Center	Available options are to audit the Insert, Update and Delete actions
Defaults	Available option is to audit the Update action
Group	Available options are to audit the Insert, Update and Delete actions
Group Rename	Available option is to audit the Update action
Preference	Available option is to audit the Update action
Resource Type	Available options are to audit the Insert, Update and Delete actions
Role	Available options are to audit the Insert, Update and Delete actions
Security	Available options are to audit the Insert, Update and Delete actions
Site	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Site Rename	Available option is to audit the Update action
System	Available option is to audit the Update action
System Table	Available options are to audit the Insert, Update and Delete actions
Team	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Team Rename	Available option is to audit the Update action
Terminology	Available option is to audit the Update action
Title	Insert, Update and Delete actions
Title Rename	Available option is to audit the Update action
User	Available options are to audit the Insert, Update, Delete, Suspend, Unsuspend and Decommission actions
User Banked Overtime	Available option is to audit the Update action
User Defined Field Security	Available options are to audit the Insert, Update and Delete actions
User Defined Fields	Available options are to audit the Insert, Update and Delete actions
User Group History	Available options are to audit the Insert, Update and Delete actions
User Password	Available option is to audit the Update action
User Rename	Available option is to audit the Update action

Work subcategory

Work subcategory
Event Type
Assignment Budget	Available options are to audit the Insert, Update and Delete actions
Client	Available options are to audit the Insert, Update and Delete actions
Client Rename	Available option is to audit the Update action
Components	Available options are to audit the Insert, Update, Delete Suspend and Unsuspend actions
Components Rename	Available option is to audit the Update action
Contract	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Contract Rename	Available option is to audit the Update action
Milestone	Available options are to audit the Insert, Update and Delete actions
Milestone Recognition Schedule	Available option is to audit the Update action
Milestone Recognition Schedule Cycle	Available option is to audit the Update action
Phase	Available options are to audit the Insert,Update and Delete actions
Phase Rename	Available option is to audit the Update action
Portfolio	Available options are to audit the Insert, Update and Delete actions
Portfolio Budget	Available options are to audit the Insert, Update and Delete actions
Portfolio Budget Allocation	Available options are to audit the Insert, Update and Delete actions
Portfolio Rename	Available option is to audit the Update action
Portfolio Security	Available options are to audit the Insert, Update and Delete actions
Product Recognition Schedule	Available option is to audit the Update action
Program	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Program Detailed Auditing	Available option is update
Program Rename	Available option is to audit the Update action
Project	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Project Budget	Available options are to audit the Insert, Update and Delete actions
Project Detailed Auditing	Available option is update
Project Recognition Schedule	Available option is to audit the Update action
Project Recognition Schedule Cycle	Available option is to audit the Update action
Project Rename	Available option is to audit the Update action
Project Security	Available options are to audit the Insert, Update and Delete actions
Project Type	Available options are to audit the Insert, Update and Delete actions
Project Workflow	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Project Workflow Rename	Available option is to audit the Update action
Project Workflow Role	Available options are to audit the Insert, Update and Delete actions
Task	Available options are to audit the Insert, Update, Delete, Suspend, Unsuspend and Decommission actions
Task Budget	Available options are to audit the Insert, Update and Delete actions
Task Rename	Available option is to audit the Update action
Work Item	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Work Item Detailed Auditing	Available option is update
Work Item State Change	Available option is update
Work Item Workflow	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Work Item Workflow Rename	Available option is to audit the Update action
Work Item Workflow Role	Available options are to audit the Insert, Update and Delete actions
Work Type	Available options are to audit the Insert, Update and Delete actions
Work Type Rename	Available option is to audit the Update action

Time subcategory

Time subcategory
Event Type
Leave Request Workflow	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Leave Request Workflow Rename	Available option is to audit the Update action
Leave Request Workflow Role	Available options are to audit the Insert, Update and Delete actions
Timesheet Charges	Available options are to audit the Update action
Timesheet Holiday	Available options are to audit the Insert, Update and Delete actions
Timesheet Leave Time	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Timesheet Notification	Available options are to audit the Update action
Timesheet Overtime Policy	Available options are to audit the Update action. The date, old value and new value of modifications made to the Current value setting (Setup > Organization > Users > User Edit > Overtime Policy) are tracked.
Timesheet Template	Available options are to audit the Insert, Update and Delete actions
Timesheet Workflow	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Timesheet Workflow Rename	Available option is to audit the Update action
Timesheet Workflow Role	Available options are to audit the Insert, Update and Delete actions

Expense subcategory

Expense subcategory
Event Type
Expense Item	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Expense Item Rename	Available option is to audit the Update action
Expense Payable General	Available options are to audit the Update action
Expense Payable Options	Available options are to audit the Update action
Expense Setup General	Available options are to audit the Update action
Expense View Setup	Available options are to audit the Update action
Expense Workflow Role	Available options are to audit the Insert, Update and Delete actions
Expense Workflow	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Expense Workflow Group Manager Assignment	Available options are to audit the Insert, Update and Delete actions
Expense Workflow Originator Assignment	Available options are to audit the Insert, Update and Delete actions
Expense Workflow Originator’s Approval Manager Assignment	Available options are to audit the Insert, Update and Delete actions
Expense Workflow Originator’s Functional Manager Assignment	Available options are to audit the Insert, Update and Delete actions
Expense Workflow Rename	Available option is to audit the Update action
Expense Workflow Role Assignment	Available options are to audit the Insert, Update and Delete actions
Expense Workflow Title Assignment	Available options are to audit the Insert, Update and Delete actions
Expense Workflow User Assignment	Available options are to audit the Insert, Update and Delete actions

Financial subcategory

Financial subcategory
Event Type
Accounting	Available options are to audit the Update action
Charge Recognition Schedule	Available option is to audit the Update action
Chart of Accounts	Available options are to audit the Insert, Update and Delete actions
Cost Rule	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Cost Rule Association	Available options are to audit the Insert, Update and Delete actions
Currency	Available options are to audit the Insert, Update and Delete actions
Currency Exchange	Update action
Financial System	Available options are to audit the Update action
Invoice	Available options are to audit the Insert, Update and Delete actions
Invoice Settings	Available option is to audit the Update action
Invoice Time Adjustment	Available options are to audit the Update and Delete actions
Invoice Workflow Role	Available options are to audit the Insert, Update and Delete actions
Payroll	Available options are to audit the Insert, Update and Delete actions
Revenue Batch Setup	Available option is to audit the Update action
Revenue Rule	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Revenue Rule Association	Available options are to audit the Insert, Update and Delete actions
Tax Detail	Available options are to audit the Insert, Update and Delete actions
Tax Group	Available options are to audit the Insert, Update and Delete actions
WIP Accrual	Available options are to audit the Insert, Update and Delete actions
WIP Policy	Available options are to audit the Insert, Update and Delete actions

Workforce Planning subcategory

Work Process subcategory
Event Type
Resource Request Workflow	Available options are to audit the Insert, Update, Delete, Suspend and Unsuspend actions
Resource Request Workflow Rename	Available option is to audit the Update action
Resource Request Workflow Role	Available options are to audit the Insert, Update and Delete actions
Skill Association	Available options are to audit the Insert, Update and Delete actions

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.