View the Change History of a Funding Source

Closed Beta

This tool is currently in Closed Beta. Please reach out to your Procore point of contact for more information.

Background

The change history tracks all updates made to a funding source, allowing you to audit modifications over time and maintain clear financial records.

Things to Consider

  • Required User Permissions on the company's Funding Sources tool.

  • Additiional Information:

    • Change history records preserve data integrity even when funding sources are marked inactive.

    • Historical logs record modifications to total fund amounts, project entitlement adjustments, and rule updates.

Steps

  1. Navigate to the Company level Funding Sources tool.

  2. Click the name or number of the relevant funding source to open its detail page.

  3. Click the Change History tab.

See Also

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