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- In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.
The Entities entity workspace opens, displaying the available entities for the category. - Complete the required search criteria and then click Search.
The system PDC displays the search results based on the criteria you selected. - Click the entity you want to audit and then click the Audit icon
in in the main ribbon.
The Entity Audit window opens, displaying a list of all historical changes by field, including the original value, new value, and the user ID and date timestamp time stamp for the change. - Close the Entity Audit from the bottom tab to return to the Entities workspace.
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