History Tab

Purpose

View user and project activity on the History tab.

Steps

1.  On the Project Info > Project View window, click History tab.

The following historical Information displays:

• Pricing (Overall cost, Plates, Labor, Lumber %, Misc -Markup/Unit Price/Unit Cost, Overall Project Markup, Bid Quantity, Production Quantity, Delivery Taxable, Component)

• Status (Delivery Task Start/Completed)

• Dates (Delivery Date)

• User who made the changes

• Certain changes made to the Project Material Catalog (coming in 2025.1). See Material Catalogs.

2.  To manually add historical information, click Add History on the toolbar.

The Add History Record dialog displays.

3.  Select a Date, Employee, and Change Type.

4.  Enter a Description of the change; notes are optional.

5.  Click OK to save your changes.

6.  To delete history changes, select the information you want to delete and click Delete History on the toolbar.

Beginning with release 2025.1, actions in the following areas will be tracked and added to the History tab, including:

• Preset templates (Based On)

• Material catalog (Based On)

• Project mode

• Custom labor schemes

• Sales tax

• Miscellaneous Items (adding, quantity, cost, price, and markup)

• Components Tab (creating and deleting managed components, and changing components quantities)

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