In the Portfolio Desk workspace, you can view the list of manual changes made to an entity.
To audit manual changes to an entity:
In Portfolio Data Center, from the left navigation, select Portfolio Desk
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and click the appropriate entity
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type.
The Entities workspace opens, displaying the available entities for the category.
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You see the Summary workspace of the selected entity type.
Provide details about the entities you want to audit in the search criteria and then
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click Search.
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You see the list of entities that meet the search
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criteria
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.
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Select the entity you want to audit from the Summary workspace and
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click
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Audit
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in
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Home tab.
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You see the Entity Audit window
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displaying
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the list of
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- Close the Entity Audit from the bottom tab to return to the Entities workspace.
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historical changes made to the entity.
The window displays changes to the entity by change type, old and new value, field name, the valid time period of the override, type of edit and the updated user name & date. It also displays the history of entity tab configurations, if any, for the entity.