How Does Plan Version Tracking Work?
Plan Snapshot
When you run a calculation, we take a full snapshot of your plan. This means you can always go back to any calculation and review how the plan was setup at the time your calculation ran.
To view a calculation's plan snapshot:
- Edit your calculation
- Click on "View Snapshot"
- This will show you the plan when your calculation ran
Plan Versioning (New)
Each time you (or our technical team) makes any change to a plan, we also take a full snapshot of your plan. This means you can audit changes made to any plan (even if no calculations were started).
To view previous versions of a plan:
- Edit your plan
- Go to the Activities tab
- Click on a version number
- This will you the plan for this change
Viewing Plan Diff (New)
When you open a plan snapshot, we compare the current version to the previous one. We use a text-based format to highlight changes.
To view a diff of changes:
- Use one of the above methods to open a plan snapshot
- Click on the Diff tab
- Changes between versions are highlighted
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