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.
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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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historical changes made to the entity.
The window displays changes to the entity by change type, old and new value, field name,
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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.