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Versions, Activity History, and Change Orders
Versions, Activity History, and Change Orders

This article outlines how to see the history of different processes, items, and projects.

Cale Schmit avatar
Written by Cale Schmit
Updated over a year ago

Projects are ever-evolving, and it's essential to know the order of events that led to the current scope. Materio is an excellent place for collaboration internally and externally. Documenting each decision and action is critical so everyone is on the same page. We have several ways to track the different facets of each project.

There are a few ways to see the version or history of changes.

  • Version History: Version history, in Materio-lingo, refers to the version of the plan or board. For example, when you hover over a board or floor plan, the default would be Page 1; it will show you when it was updated. However, if the underlying floor plan or board has been swapped with an updated document, it will give you a version history. You can click on the version history, see the different iterations, and roll back to an early version.

  • Item History: You can go into each item in the Scope, scroll down to the bottom, and see the history of that item. This will list all of the modifications for the item within the project's lifespan.

  • Activity Feed: The activity feed is a great place to see everything done throughout the project. It is also filterable by a person.

  • Client-Facing Notes: Many clients love to see the notes and pictures as the project progresses. You can generate a progress report for a project over a specific time span and share field notes with clients. Clients can see past progress reports and all the field notes shared with them when they access their portal.

  • Change Orders: Anything done after the project goes to "live" status will be a change order and tracked in the scope along with the Finances section under the tab Scope Changes.

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