Gravity - How to Utilize Gravity’s Budgeting Audit Trail Report

The Budgeting Audit Trail is a brand new Gravity feature that provides you with comprehensive tracking of all changes made within the budgeting module. Budgeting Audit Trail tool includes both O&M (Operations & Maintenance) and HR (Human Resources) budgeting data. The feature will allow you to view, filter, compare, and restore historical versions of budgeting objects, ensuring transparency and accountability. 

In the O&M templates, you will notice a new button, a counter-clockwise clock. This button will bring you to a new restore version functionality of the O&M templates.

To view a previous change in the O&M template:

1. Click on the user name and timestamp you want to view.

2. Click on the "Restore selected version" icon.
   Note: The data displayed in the left-hand side is the only data that will be overwritten by this action.

3. Click "Yes".

4. You will see a green notification box in the top right-hand corner that will confirm that the change has been made.

5. To view the audit trail report, click "Data" in the blue ribbon of Gravity.

6. Click "Budgeting"

7. Click "Audit Trail Report"

Note: If you do not see “Audit Trail Report”, you will have to enable the permissions in the users menu. To do, click on the gear icon in the top right-hand corner of Gravity, then Users, select the user or group you want to modify, and grant them the Budgeting Audit Trail permission in the Application Level Permissions.  

8. Click "O&M Templates"

9. You have arrived in the Budgeting Audit Trail Report. This first tab will be filled with historical data uploads and changes.

10. To look at the report for the current year's financials, click on the details tab.

11. This tab displays all the changes made by users in your O&M templates.
    Note: Similar to the O&M templates you can modify the view by clicking and dragging the columns.

12. Click on any of the upside triangles in the audit report to filter  the data.

13. Click on the "Export all data" button in the top right-hand corner will download an excel document with all the information currently visible in the report onto your computer.

14. To collapse or expand details, click on the chevrons.

15. To access the HR's template audit report, click "Data" in Gravity's blue ribbon.
16. Click "Budgeting".

17. Click "Audit Trail Report".

18. Click "HR Templates".

19. The structure and functionality of the HR template audit report is identical to the O&M template's report.
20. The chevrons can be utilized to collapse or expand rows.
    The upside triangles will filter the data.
    The export button will download an excel document of the current view onto your computer.
21. The same counter-clockwise clock is in the HR templates as well.

22. In the same fashion, you can restore previous versions of your HR data by selecting an entry in the Version History panel.

23. Then click Revert
    Note: The data displayed in the left-hand side is the only data that will be overwritten by this action.
24. Click "Yes" to finish the process.