Using the Audit Log and Advanced Features in Mastt

Objective

By the end of this guide, you'll be able to:

• Use the Audit Log to track changes and maintain accountability
• Create and utilize project Snapshots for reporting and historical comparison
• Configure Project Settings to customize your project environment

Prerequisites

• Access to a Mastt project
• Basic understanding of Mastt modules
• Appropriate permissions for accessing advanced features

Video Walkthrough

 

Step-by-Step Guide to Advanced Features

Using the Audit Log

1. Understanding the Audit Log

• The Audit Log tracks who made any change in the system
• It provides accountability and transparency
• Access it from the sidebar navigation

2. Searching the Audit Log

• Search for a specific record by entering search terms
• Filter by record type:

• • Adjustments
  • Budget
  • Cash Flow
  • Contract
  • Forecast
  • Payment
  • Variation

3. Date Filtering

• Set custom date ranges to narrow your search
• Use preset date options or define your own range
• Default view shows the most recent month

4. Analyzing Audit Records

• Each entry shows:
  • What was changed
  • Who made the change
  • When the change occurred
  • Details of the change

Creating and Using Snapshots

1. Understanding Snapshots

• Snapshots preserve a copy of your project at a specific point in time
• They're useful for:
  • Creating period-end reports
  • Comparing project status over time
  • Preserving historical data

2. Creating a Snapshot

• Navigate to the Snapshots module from the sidebar navigation
• Click + Take Snapshot
• Enter a title for the snapshot (e.g., "Report May 2025")
• Set the Current as of date
  • This doesn't affect the data captured
  • It's for reporting purposes only

3. Working with Snapshots

• Click on a snapshot name to open it in a new tab
• The interface changes to orange to indicate you're in a snapshot
• Changes made in snapshots don't affect the live project
• Changes in the live project don't affect existing snapshots

4. Navigating Between Snapshots and Live Project

• Click Back in the top left corner to return to the Snapshots list
• Or simply close the snapshot tab to return to your project
• Snapshots open in new tabs for easy comparison

Configuring Project Settings

1. Accessing Project Settings

• Click on Settings at the bottom of the sidebar navigation
• This opens the Project Settings form

2. Name and Photo

• Click on the Name and Photo tab
• Enter a new name if needed
• Click Upload Image and select a photo
• Click Save to apply changes 

3. Project Information

• Navigate to the Project Information tab
• Verify your workspace (organization) is correct
• Enter or update the project number if needed
• Add or modify the point of contact information
• Click Save to store your changes

4. Location

• Select the Location tab
• Enter the latitude and longitude manually, or
• Type the address in the search field to auto-populate the latitude and longitude fields.
• Click Save to confirm the location

5. Brand

• Go to the Brand tab
• Select your preferred font style from the dropdown options
• Preview the outcome below to see how your choice will be displayed in payment letters.
• Click Save to apply your branding preferences

6. User Management

• Click on the User Management tab
• Add users from different workspaces as needed, or
• Invite new users without existing Mastt accounts if required

7. Custom Columns

• If you have custom columns configured with Mastt Support
• They will appear here for project-by-project configuration

Common Pitfalls and Solutions

• Issue: Can't find specific changes in Audit Log
  • Solution: Refine your search terms or adjust the date range
• Issue: Snapshot showing incorrect data
  • Solution: Ensure you create snapshots at the appropriate time
• Issue: Unable to see certain settings
  • Solution: Some settings require administrator permissions
• Issue: Changes in snapshots are not saving
  • Solution: Remember, snapshots are independent of the live project

Next Steps

Now that you understand Mastt's advanced features, explore the Program Management guide to learn how to manage multiple projects within a program structure.