View pricing history

Depending on your member role, you can track changes to your organization’s active pricing.

Who can do this

Prerequisites

You must be familiar with frameworks, scenarios, and how they work.

View pricing history

When you publish a draft framework or scenario, the application tracks any changes to your active pricing and subsequent final output updates in History. To navigate:

1. In the left navigation panel, select Pricing.

2. Select History.

This page collectively refers to changes to your active pricing and subsequent final output updates as updates, and displays your organization’s total number of updates at the top of the page. History further breaks updates down to the total number of:

• Framework updates—Changes made to your active pricing framework, including scope changes and subsequent final output updates

• Price scenario updates—Changes made to your active pricing records, including cost data, adjustments, price overrides, and subsequent final output updates

Table view

History also displays a table view of updates with the following details. You can search and filter for the updates that are most important to your business.

• Active Pricing Version—Version of your organization’s active pricing as it appears in Active Pricing

• Update Name—A system-generated name for a framework update, or a scenario’s name for a scenario update

• Published—Date and time of the publish

• Update Type—Whether the update is a framework or scenario update

• Status—Whether the update is active or inactive

• Framework Changes—Number of changes to your active pricing’s framework

• Scope Changes—Number of changes to scopes in your active pricing

• Calculated Price Updates—Number of updates in your active pricing’s calculation tables

• Base Cost/Price Updates—Number of updates in your cost or price data

• Adjustment Updates—Number of updates in your active pricing’s adjustments

• Price Overrides—Number of changes to your active pricing’s price overrides

• Published By—Member who published the update

Search updates

You can search for updates with certain values in their table columns through the search feature.

1. Select .

2. Enter a value to filter records for. The system accepts partial and exact text values, but not misspelled values. For example, the system will display records whose column values contain “scen” or “scenario”, but not “secnario.”

Filter updates

You can apply multiple, additive filters to view the updates that are most important to your business.

To filter updates:

1. Select .

2. Select Add Condition.

3. Select or enter values for the following fields:

   • Attribute—(Optional.) Displays update details as dropdown options.

   • Rule—Required if you select a value for Attribute and Value; determines how to filter updates based on an attribute and a value.

   • Value—(Optional.) Only displays dropdown options applicable to updates with the selected attribute.

4. Select Apply.

Remove a filter

1. Select .

2. Go to a filter and select next to it. To remove all filters, select Reset.

3. Select Apply.