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  • 1.  Audit Trail - Project Hierarchy

    Posted Feb 12, 2019 04:47 PM

    Anyone found or developed a means for tracking removal of child projects from a project's hierarchy?

  • 2.  Re: Audit Trail - Project Hierarchy

    Broadcom Employee
    Posted Feb 16, 2019 11:06 AM

    Look at the Investment Parents and Investment Rollup objects and setup the auditing there.

  • 3.  Re: Audit Trail - Project Hierarchy

    Posted Feb 21, 2019 10:43 AM

    Thanks Janet - didn't see these object before - will give a try and if/when it works, will 'mark as correct.'

  • 4.  Re: Audit Trail - Project Hierarchy

    Posted Feb 26, 2019 12:45 AM

    Worked for me, I used auditing on Investment Rollup, and it had to be on Insert and Delete, and I audited both Child ID and Parent ID.  The Insert is to track when a Project is assigned to parent.  The Delete is to track with a Project is removed from a parent.


    There are challenges with it, for example, creation of a Project will automatically create an audit record, even though the Project hasn't been assigned to a Parent.  Ignore these records.


    The only way I could see this data is via Administration/Audit Trail, and then in my case, filtering by Object: Investment Rollup.