Project timeline
See every change made on a project, newest first — what changed, who changed it, when, and the reason they gave.
The Timeline is the project's history, read straight from the audit trail. Every change the app saves writes its history line at the same moment, so nothing that is recorded can be missing from it, and nobody can edit or remove a line afterwards.
📷 Screenshot spot — the Timeline tab: a day heading, five or six events below it with coloured action tags, one row showing a "Reason:" line, and the record-type filter open at the top right
Save as static/img/screenshots/projects-timeline.png and replace this box with 
Everyone on the project team can open the Timeline, whatever their role.
Read the timeline
- Open the project and click the Timeline tab.
- Events are listed newest first, under a heading for each day.
- At the bottom, click Older events to load the next 50.
| Column | What it shows |
|---|---|
| When | Date and time of the change. |
| Record | What kind of record changed — project, RA bill, purchase order, snag, drawing revision, project team member. |
| Action | What happened, for example Create, Update, Approve, Submit, Certify, Issue, Revise, Reject, Cancel, Delete. Creations and approvals are green; rejections, cancellations and deletions red. |
| By | The person's name and their company role, as they were at the time. "System" when the app made the change itself. |
| What changed | The names of the fields that changed, and the Reason when one was given. |
Names and roles are recorded when the change is made. If someone is later renamed or changes role, older lines still show who they were then.
The Timeline says which fields changed — "revised budget cost", "certified quantity" — but never the old or new values. Everyone on the team can read it, including people who are not allowed to see rates and amounts, so the numbers stay on the record itself, behind its own permissions.
Filter by record type
Use the drop-down at the top right. Everything is the default; you can narrow to one record type: Project, Project phase, Project location, BOQ, Contract, Change order, Material request, Purchase order, Goods receipt, RA bill, Invoice, Daily progress report, Snag, Inspection request, Non conformance, Safety event, or Drawing.
Records not in that list — team changes, drawing revisions, milestones, project documents and more — still appear under Everything.
What you will find here
| You want to know | Look for |
|---|---|
| Who removed someone from the team, and why | Project team member · Delete, with the reason they typed. |
| When the contract value was set | Project · Approve, reason "Contract value set by award …". |
| Why the budget changed, and which lines it could not price | Project · Approve, reason "Budget derived from … at rate-analysis cost …". |
| Who issued a drawing for construction | Drawing revision · Approve or Issue. |
| Who moved the project to On hold | Project · Update, "status" in What changed. |
Reasons that the app requires — removing a team member, revising a budget, approving or rejecting a change order, rejecting an RA bill — always appear here, word for word.
What does not appear
- Photos. Uploading or deleting a site photo is not recorded.
- Locations. Adding, renaming or moving a location is not recorded, so filtering on Project location shows nothing.
- Things outside the project, such as changes to a client, vendor or resource in the company masters.
Tips
- Before a client meeting, filter on RA bill or Change order to see the whole history of a claim in one list.
- When you change something that will be questioned later, fill the optional reason box — Edit project has one. It is the only place your explanation is kept.
Related
- Project team — everyone on the team can read this history.
- Create and edit projects — the reason box on Edit project.
- Budget — budget revisions and their reasons.
- Change orders — approvals that need a written reason.