Review and trim history

Updated October 30, 2026 · Applies to Stakeholder ONE 1.3

Stakeholder ONE records every create, update, delete and file download across accounts, stakeholders, projects, risks, deliverables and files. Users see the history of a single record on its History tab. As an administrator, you can see how many history records your organization has, and remove old ones.

Prerequisites

  • The System Administrator role, or a role with the Administer permission.
  • Your plan must include the History page (Business or Enterprise). See Plans and features.

See the history total

Select your avatar, and then select History. The page shows the total number of history records.

Trim old history

Remove history you no longer need, for example to follow your organization's data retention policy.

Caution

Trimming permanently deletes history records for your whole organization. You can't undo it.

  1. On the History page, select Trim history….
  2. In Older than (days), enter a number of days, from 1 to 3650.
  3. Read the message that shows how many records would be deleted, and the cut-off date.
  4. Select Delete.

The records themselves aren't affected, only their history entries.

Next steps