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Review recent document changes

Use the Document Changes widget to quickly see which project documents have new revisions, what changed, and which trades are affected.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Document Changes widget​

Navigate to the dashboard section that includes the Document Changes widget to see a list of recently updated documents and their latest revisions.

Open the Document Changes widget

Step 2: Scan the list of updated documents​

Review each row to see the document name, the previous and new revision codes, and a short summary of what has changed.

Scan the list of updated documents

Step 3: Check when each change was made​

Look at the time indicator for each document (for example, "15m ago", "3h ago" or "Yesterday") to understand how recent each change is.

Check when each change was made

Step 4: Identify affected trades​

Use the coloured trade badges (such as Electrical, Plumbing or Structural) to see which teams are impacted by each document change.

Identify affected trades

Step 5: Prioritise follow-up actions​

Based on recency, change summary and affected trades, decide which teams to notify and which document updates to address first in your planning.

Prioritise follow-up actions

Last updated: 2026-09-03