View User History of Any Template

The View Contributors feature displays a list of users who updated the template in the past 30 days with the last updated date. Selecting a user from the list will mark/highlight the cells the user updated in the past 30 days. Anyone accessing the template can view the changes made by the other users and update the data accordingly.

This feature helps you to track the changes made in the template when multiple users work on a template. If there is a mistake in the updated data, you can quickly identify the user who provided the incorrect data and rectify it with them. When used in conjunction with the comments feature, it empowers you to collaborate effectively with other users for planning/budgeting/forecasting within the Planful application.

Do the following steps to use the View Contributors feature:

1. Navigate to the Planning Control Panel and select a scenario from the Scenario list.
2. Select a Budget entity from the Budget Hierarchy pane. Select the required template from the Template pane.
3. From the right pane, click Input or View under the Template Workflow section in the Actions tab. The selected template data is displayed.
4. Click the View Contributors icon on the top menu bar. The application displays a list of users who updated the template in the past 30 days.
   
5. Clicking on any user will mark the cells they updated in the past 30 days, and the user name appears on the top menu.
   
6. You can right-click on any marked cell and click Show History to view the detailed history of that cell.
7. Click the close icon on the user name to remove the markings.