Audit logs

Creates an access level

Deletes an access level

Changes an access level:

• Modifies the license type

• Changes permissions to Projects, Tasks, Issues, Portfolios, Programs, Reports, Documents, Users, or Templates

  NOTE

  The system does not record any permission changes to Financial Data or within the following access types: View and Edit.

  For example, if a user changes the Planner access type from View to Edit, the system does not display information contained in the Fine-tune your settings drop-down menu.

Creates a business rule

Edits a business rule:

• Renames it
• Adds or removes expressions
• Changes a trigger

Deletes a business rule

Creates a company

Changes a company:

• Renames it
• Adds or removes members
• Adds, edits, or deletes the value in its Group field
• Adds or edits a company billing rate for a job role
• Removes a company billing rate for a job role
• Sets it as the primary company for the organization
• Attaches or removes a custom form

Deletes a company

Creates a condition

Changes a condition:

• Changes the name
• Changes the color
• Sets it as the default
• Changes or removes the description of the condition
• Hides or shows the condition

Deletes a condition

Creates a custom field

Changes a custom field:

• Changes the name, label, instructions, or format

• Changes the display type

  This is available only if the field is a one of the following types: single line, paragraph, drop-down, checkbox, radio button

• Changes the field size

  This is available only if the field is a one of the following types: single line, paragraph, text with formatting

• Adds, removes, or hides a field choice

• Edits a field choice label or value

• Configures the field choice to be selected or not selected by default

• Configures a drop-down field to allow multiple selections or a single selection

• Configures a date field to display or not display the time of day

• Edits the hyperlink or changes the value in a descriptive text field

Deletes a custom field

Shares a custom field

Creates a custom form

Changes a custom form:

• Changes the name or description
• Enables or disables Is Active
• Adds or removes a field or section
• For a custom section, changes a setting under Additional settings
• Changes a field to required or not required
• Changes a calculation in a custom field
• Hides or displays the formula associated with a calculated field in the Instructions hover text
• Enables or disables Update previous calculations
• Adds or changes skip logic or display logic

Deletes a custom form

Shares a custom form

Creates an exchange rate

Changes an exchange rate:

• Adds a currency
• Changes the rate for the currency
• Sets the currency as the base (default) currency for all projects and reports throughout the system

Deletes an exchange rate

Creates a priority

Changes a priority:

• Changes the name
• Changes the color
• Sets it as the default
• Adds, changes, or removes the description of the priority
• Hides or shows the priority

Deletes a priority

Creates a custom quarter

Changes a project preference:

• Locks or unlocks it
• Changes one of its settings
• Enables, disables, or edits it
• Edits a timeline calculation

Deletes a custom quarter

Creates an issue severity

Changes an issue severity:

• Changes the name
• Changes the color
• Sets it as the default
• Changes or removes the description of the severity
• Hides or shows the severity

Deletes an issue severity