Audit Trail information not available on the Portfolio Plan

Document ID : KB000039415
Last Modified Date : 14/02/2018
Show Technical Document Details

Problem: 

Audit Trail has been enabled on the Portfolio Plan object, by adding some attributes to be audited in Studio:
Object: Portfolio Plan - Audit Trail Attributes

However, the Audit Trail information is not available on the Portfolio Plan instances.

Cause: 

The Portfolio Plan Default Layout Page does not implement the Audit tab.
The Portfolio Plan is a Subobject of Portfolio. The Audit Trail information for the Portfolio Plan is displayed on its Portfolio Master object.
By default, the Audit Tab is disabled on the Portfolio Default Layout Page until Audit Trail is enabled for the Portfolio (master object).

Resolution: 

  • To display the Audit tab on the Portfolio Page, enable Audit Trail on the Portfolio object in Studio.
    Object: Portfolio - Audit Trail Attributes
  • To display the audited attributes on an instance of a Portfolio Plan, select the Audit tab on its Portfolio Master instance and chose Portfolio Plan on the Subobjects field.
    Portfolio: <portfolio_name> - Audit
    Subobjects: Portfolio Plan