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Wave Success Center by McKinsey

Track Changes Over Time

When managing programs, knowing what has changed (or not), when and by whom is valuable information. With Wave's "time machine" feature, you can track the changes that have been made over a specific time period, and in some cases where no action has been taken, and use that data for decision-making. Please note that this feature can only track changes over a maximum of three months from the current date.

Track Changes Menu

The track changes menu is found along the right side of your workspace. The following is an overview of the attributes you can track and viewing options. 

Click on the clock icon to access the track changes menu and be sure to enable Visualise change over time


visualise_change_2.png     

Choose what you would like to view: all items, items with change and items without change

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Select Highlight changes to quickly identify the initiatives that have changed; this is active by default when showing all items

highlight_change.png

Select a time period; in addition to set periods, you may also choose Manual selection and enter specific dates

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You may choose tracking attributes from the bottom list to further refine your view

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Creating and reading tracked changes reports

When show all items is selected, blue cards indicate initiatives that have changed on any attribute. White cards indicate initiatives no changes at the initiative level.

When show items with change or show items without change is selected, blue cards indicate initiatives that have changed on any attribute at the initiative level. White cards indicate initiatives that have had changes at a lower level (i.e. action card, impact data, KPI data, etc.). 

The following examples illustrate ways to view items that have changed and identify those that have not changed. Please note that specific attributes in your instance of Wave may differ from those used here.

Track items that have changed

Who has revised planned or forecast dates on their initiatives in the past two weeks?

After setting the view to visualize change over time, click on show items with change, highlight changes and set your time period to Last 14 daysThen, select the following tracking attributes: L3 Planned Date, L4 Planned Date, L3 Forecast Date and L4 Forecast Date. Dates that have been changed will be highlighted in the list view.

Click on the info iconInfo_icon.png to view an individual initiative's activity and see who made the changes and when. 

 

Which milestones were completed in the past month?

Similar to the above example, set the view to visualize change over time, click on show items with change, highlight changes, then your time period to Last 30 days. Next, filter by Milestone > Status > Completed, and you will see all the milestones for which the status was updated to completed in the last month. You could also create a similar view for initiatives.

Track and filter changes.gif

 

Track items with no change

Which initiatives in my workstream have not moved toward implementation in the last 30 days and might be stale?

Start by filtering initiatives to show only those in your workstream in L0-L2 stages, then set the view to visualize change over time. Scroll down and select Track by initiative. Click on Stage, then return to the main menu. Select Show items without change and set the time period to Last 30 days.

Once you have your list, you can see which initiatives have not been updated, who the owners are, and other important details.

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