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Audit Records

Audit records improve transparency, and can help strengthen internal controls - helping you operate with confidence. Projectworks captures audit logs for a number of important actions and changes that are made.

 

What Actions are Audited?

Projectworks audit records provide a time-stamped log to answer key questions such as:

  • What changed?

  • Who made the change?

  • When was it changed?

  • What was the previous value?

We currently log audit events for the following entities when they are created, edited, or deleted:

  1. Expenses;

  2. Integrations;

  3. Invoices;

  4. Leave; 

  5. Projects;

  6. Resourcing;

  7. Time Entries; and

  8. Timesheets.

How can I access these audit logs?

   Build your own report in Power BI

If you have connected to Projectworks from Microsoft Power BI, you can build your own audit report in Power BI.

Read more about how to connect Power BI to Projectworks →

   Projectworks reports
 
Projectworks managed reports

We have created some Projectworks managed reports containing the audit logs for some entities.

Entity

Projectworks managed report name

Timesheets

Timesheet Audit Report

Time Entries

Time Entry Audit Report
If you have been given access to these, you will be able to see the reports when you access custom reports. These reports are tagged as “Audit” reports, so if you have access to multiple reports, you can filter by “Audit” to make the report easier to find.
 

Like all Projectworks Managed Reports, if you have access to Custom Reporting, and “Can Edit” reports, you can duplicate the audit reports and edit them to meet your requirements.

Read more about customizing Projectworks managed reports →

As there are a number of values that belong to some entities (e.g. time entries), there may be multiple rows for a single action. e.g If someone adds a time entry, the following “Look Up Values” will be saved and each value will be represented as a row in the audit report (unless you have filtered by one of these “Look Up Values”):

  1. User

  2. Task (the timecode ID for the time entry)

  3. TaskDate (the date the time entry was logged for)

  4. Comment

  5. Minutes

  6. IsReviewed

image-20260306-023133

In the example, “On call” is a time entry custom field and, so is included as another row for that audit action.

Create your own custom report

If you have access to Custom Reporting, and “Can Manage” reports, you can “Add Custom Report” and build a custom audit report.

Read more about building a custom report using Metabase →

Starting (or Join) data to build a custom audit report
 

Entity

Starting (or Join) data

Deafult filter

Integrations

IntegrationAudit

 

Invoices

InvoiceAudit

 

Leave

LeaveAudit

 

LeaveLineAudit

 

Projects

ProjectAudit

 

Resourcing

ResourceAudit

 

ResourceCommentAudit

 

Time Entries

TimeEntryAudit

 

The first time you access the report, the Time Entry Date filter will be set to = Previous 7 days

If no time entries have been added for the previous 7 days, the report will be empty.

Timesheets

TimesheetAudit

The first time you access the report, the Timesheets filter will be set to = Previous 1 month

If no timesheets have been added for the previous month, the report will be empty.