Efficiently provides multiple ways to track updates so you always know what changed, when it changed, and where it changed. There are three main places to view change history, depending on the type of information you’re looking for.
Location-Level Changes (Where Something Is Installed)
Location history shows changes related to a specific installation point — such as notes, specs, RFIs, or item replacements at that location.
How to access:
Click on a Location (from the Schedule, Plans, or Design Book)
The Location fly-in panel opens (left side)
Select the History icon
Here you’ll see a timeline of all actions related to that location only.
Use this when you want to know:
What items were selected or replaced at this location?
When installation notes, specs and docs were updated?
What RFIs were created or resolved?
What were the changes in spec status and who approved them?
Item-Level Changes (What Was Selected)
Item history shows updates related to the Item ID and its associated product information — not individual locations.
This includes changes to:
Selected items
Dependents
Specs & options
Alternative items
How to access:
Go to the Item Schedule (from the Schedule,Plans, or Design Book)
Click on the Item ID
The Item fly-in panel opens (right side)
View the History section
Use this when you want to know:
When was this product selected or changed?
Were options or accessories updated and if so, when?
When was the item assigned to certain locations?
what is the RFI comment history related to this item ID?
Scope Page (Formal Project Division Change Tracking)
The Scope page is used for formal change management across the project.
It allows teams to:
Track project changes by division with unique change numbers
Share updates externally
Provide access to current documentation for non-users on the platform
You can also generate a shareable link or QR code that opens a browser view of the project or a single division, allowing stakeholders to download the latest documents without needing platform access.
Use this when you want to:
Track official scope or project changes
Share updates with external collaborators
Provide controlled access to current documentation
How to access:
Go to the Scope tab.
Select the division you want to track from the left panel.
Open the Schedule Status dropdown and choose Track Changes.
Click Track Changes to confirm.
A green check mark indicates that change tracking is active.
Key Takeaway
Location panel → Changes at a specific installation point
Item panel → Changes to the selected product and item data
Scope page → Formal project change tracking and external sharing
Together, these tools provide full visibility into project evolution while keeping documentation accurate and defensible.