Project History Tab

Overview

The Project History Tab shows project-related audit events directly inside a project page.

What this feature does

It displays recent activity related to the selected project so staff can understand what changed without leaving the project context.

Why it is useful

• It improves project accountability.
• It helps project managers review changes quickly.
• It reduces the need to search the full Activity Log for a single project.

Who should read this?

Project Manager, Staff User, RISE Admin.

Where to find it

RISE CRM → Projects → Open a project → History tab.

How to use it

1. Open a project in RISE CRM.
2. Select the History tab if available.
3. Review project-related events.
4. Open change details where available.
5. Use Activity Log for advanced filters or export.

Example workflow

A project manager wants to know who changed the project status. They open the project, go to History, and review the latest status update event.

Screenshot

Common mistakes

• Looking only at the general project activity when the audit-specific History tab has more structured data.
• Assuming staff can see the tab without the required permissions.
• Expecting unrelated task or invoice activity to appear unless it is linked to the project.

Related articles

• Entity History Tabs
• Visual Diff Inside Entity History
• What Staff Can See