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