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Activity Log

In this article, we will review the Activity Log, which provides visibility into changes made across Portfolios, Programs, Projects, Resources, Tasks, and other entities in PPM Express.

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Note: Activity Log is available only on the Enterprise Ultra plan.


Activity Log Overview

The Activity Log tracks changes made across PPM Express, helping users audit updates and understand when and how data was modified. 

The Activity Log can be accessed in two ways: globally to view all activity within the tenant, or at the entity level to display logs for a specific PPM Express item (e.g., Portfolio, Program, Project, Idea, Resource, etc.).

The Global Activity Log can be accessed from the gear menu and shows all changes made across the entire tenant.

An Activity Log button is available in the header on Portfolios, Programs, Projects, Resources, and other pages. Selecting this button opens the Activity Log automatically filtered to show changes related to the entity type you are viewing.

For example, opening it from a Projects page will display events related to all Projects. 

Additionally, you can open the Activity Log for a specific item (such as a particular Portfolio, Program, Project, etc.) through the three-dot menu. 

When you open a Portfolio, Program, Project, or other dashboard, the Activity Log can be accessed from the ellipsis menu located in the upper-right corner of the page. The log will display activity related to the specific Project or any other item you are viewing.

The Activity log for Archived Projects can be opened only from the Project dashboard, via the ellipsis menu in the upper-right corner of the page. 

All logs recorded before archiving remain available and can be viewed directly in the archived project.

The Activity Log captures both user-initiated actions and system-generated changes:

  • User actions (e.g., creating a task, editing fields) appear under the user’s name.
  • System actions performed by PPM Express (such as auto-calculations, recalculated statuses, updated progress, triggered processors, etc.) are marked as changes made by the PPM Express System.

This makes it easy to distinguish manual edits from automated system updates.

For each change, the Activity Log displays:

  • Item name (e.g., Task name)
  • Previous value
  • New value
  • Full list of fields affected during the change
  • Timestamp and the user who triggered the update

For example, when a task is created, you’ll see an entry with the initial field values. When a field is later updated, such as Start Date or Status, a new entry will appear showing the old and new values.

Every event, whether from a user action or system process, is recorded chronologically, allowing teams to:

  • Trace who changed what
  • Understand why a field changed 
  • Review the detailed information regarding the changes
  • Diagnose unexpected updates


Access & Permissions

Activity Log visibility is governed by user permissions:

  • Any user with View permission for an entity can view the audit log for that entity. This applies to all entities: Project, Program, Portfolio, Idea, Roadmap, Resource, etc.
  • If the user does not have View permission for a specific project (or any entity), that user will not see the logs for that specific item.


Unsupported (Non-Logged) Actions

Entity / Category Actions Not Logged
Portfolios
  • Adding/removing programs or projects
  • Benefits & Budget edits
  • Estimated ROI & ROI Baseline
  • Key Date “Set Baseline”
  • Task-derived rolled-up key date updates (when editing fields other than Due Date)
  • Resource plan: shift allocation, set billing code
Programs
  • Add/remove project
  • Benefits & Budget
  • Estimated ROI & Baseline
  • Key Date: “Set baseline”
  • Task-derived rolled-up key date updates (non-Due Date fields)
  • Resource plan: shift allocation, set billing code
Projects
  • Imported key date updates (if not Due Date)
  • Process stage changes (unless statuses change)
  • Project settings: progress calculation rule change
  • Task: Set Baseline, Set Mode, Calculate Progress
  • Tasks synchronized from external systems
  • Risks and Issues synced from Project Online are not logged
Ideas
  • Estimated ROI, ROI Baseline
  • Resource plan: shift allocation, billing code
Roadmaps
  • Cloning a roadmap
  • Bar: Move to Backlog/Planned
  • Bar/Milestone: Add Dependency
  • Milestone: Move to Backlog/Planned
Resources
  • Created from an invited user
  • Created from sync
  • Updated from sync
  • Adding to project/program/portfolio (logged only on parent entity)
  • Work week or exception edits
Objectives State changes (archive, close, reactivate)
Not supported items (never logged)
  • Key Results
  • Strategic Priorities
  • View, layout, and filter changes
  • Creation, editing, or deletion of custom fields


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