The Audit Trail provides visibility into activity across Takeoffs by showing who made a change, what changed, and when it happened. It helps teams stay aligned, investigate changes, and maintain a reliable record of project activity.

Key Information

• Located in the Audit Trail tab within a project
• Displays a chronological log of activity across Project, Takeoff, and Measurement
• Includes user, action, timestamp, and context details
• Supports filtering, search, and CSV export
• Access limited to users with admin manage permission
• Displays 30 days of activity (export recommended for longer history)

NOTE
Audit Trail tracks activity within Projects and Takeoffs. Library activity is not included.

NOTE
Access is limited to users with the admin manage permission, including Account Owners, IT Admins, and users granted this permission in User Settings. 

Access the Audit Trail

1. Open a project.
2. Click PLANS & TAKEOFFS.
3. Next to the Plans, Takeoffs, and Libraries tabs, click the Audit Trail tab.
4. The Audit Trail opens in the side panel and displays recent activity. 
   Users added to a project can view existing history from when tracking was enabled.

What the Audit Trail Shows

Each event includes:

1. User — who performed the action
2. Action type — Project, Takeoff, or Measurement
3. Description — what changed
4. Context details — such as page, multiplier, and total quantity (for measurements)
5. Timestamp — when the action occurred 
   
   

Clicking an event does not yet navigate to that location in the plan.

Filter Activity

1. Open the Audit Trail tab.
2. Select the filter option.
3. Choose the activity to display by:
   1. Users
   2. Actions:
      1. Creat
      2. Update
      3. Delete
   3. Events:
      1. Project
      2. Takeoff
      3. Measurement
   4. Date range
4. Apply the filter to update the results.
5. Click Clear to remove all filters.

NOTE
Filtering by specific user is coming soon.

Search Activity

1. Open the Audit Trail tab.
2. Use the search bar to enter a name or identifier.
3. Search for:
   1. Takeoff names
   2. Item names
   3. Assembly names
   4. Item group names
   5. User names

Search applies to names and identifiers only. Quantities, amounts, and other values are not searchable. Use filters to narrow results by other criteria.

Export Activity

1. Open the Audit Trail tab.
2. Apply any filters or search terms needed.
3. Click the three dots to the right of Audit Trail (filter icon).
4. Select the Export as CSV.

The export includes the currently filtered and searched results.

The Audit Trail updates when the tab is opened or when filters or search are applied. It is not a live feed.

Actions Tracked

Audit Trail tracks activity across three categories:

Measurement events display total quantity only. Detailed measurement breakdown is not yet available.

Data Retention

• Audit history is available for 30 days
• Data older than 30 days is not retained in the UI
• Export regularly if longer-term records are required

When to Use Audit Trail

Use the Audit Trail to understand changes and activity across your Takeoffs:

• Investigate changes: Identify who modified a takeoff, measurement, or project setting and when it occurred
• Resolve discrepancies: Review recent updates when quantities, values, or groupings don’t match expectations
• Track team activity: See how multiple users are working within the same project
• Support reporting and compliance: Maintain a record of project activity for internal review or external requirements
• Reduce back-and-forth: Answer “who changed what” without needing to contact support

Related Articles

Creating Takeoffs

See how others use this feature in the STACK Community.

If you need additional assistance, please Contact Us.