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  1. In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.
    The entity workspace opens, displaying the available entities for the category.
  2. Complete the required search criteria and then click Search.
    PDC displays the search results based on the criteria you selected.
  3. Click the entity you want to audit and then click the Audit icon 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 time stamp for the change.
  4. Close the Entity Audit from  on the bottom tab to return to the Entities entity workspace.
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<Add more detail re: maneuvering the window, using sort, filters>

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