Company Audit Trail & Compliance

Maintaining data integrity and security is essential for construction and contracting firms handling multi-crore contracts. Planmaster includes an enterprise Audit Logs system (/audit) that records every significant action taken within your company workspace.

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What is Recorded in the Audit Trail?

Whenever a team member logs in, creates a contract, modifies a Bill of Quantities quantity, approves a material transfer, or records an expense, Planmaster automatically logs:

• Timestamp: Exact date and time (with second-level precision) when the action occurred.
• Actor (User): The full name and email of the colleague who performed the action.
• Action Type: Filter the log by Create, Update, or Delete (a material transfer approval or rejection is recorded as an Update on that transfer request).
• Resource / Entity: The affected module and record (e.g., invoice #cdf972d0, department #c79d304e).
• Change Details / Diff: Exactly what field changed, showing the number of fields changed and their new values (e.g., an invoice payment showing paid amount, status, and payment amount).

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How to Inspect Audit Logs

1. Click Audit Logs in the left sidebar menu (under the Main section).
2. Browse through chronological entries (newest first) or use the search bar to find actions by user, resource, or record ID.
3. Use the All / Create / Update / Delete filter buttons to narrow down the entries shown.

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Benefits for Quality & Financial Audits

1. Dispute Resolution: If a subcontractor claims a BOQ line was altered without authorization, the audit trail shows precisely who edited the quantity, when the edit occurred, and the original agreed value.
2. Statutory & Tax Compliance: Financial auditors and tax authorities can verify that recorded invoice payments and ledger expenses were authenticated by legitimate company staff.
3. Internal Security: Prevents unauthorized deletion or retroactive changes to closed projects and settled commercial contracts.