Preview project policy and review rule history

Purpose

Understand the project's limited approval-policy verdict without treating it as permission to execute, and review stored rule versions independently.

Who this is for

Authorized members reviewing project policy, and owners or admins maintaining rule history.

Prerequisites

• A verified owner, admin, developer API user, or integration manager session.
• A project loaded for the current workspace and an action you will explicitly declare.
• Owner or admin access if you intend to change or roll back stored configuration.

Steps

1. Open Policy Studio and wait for Preview project policy to load the current project list.
2. Choose a project, action, and risk level. Choose every applicable channel or explicitly choose No external channel; nothing is preselected.
3. Optionally enter estimated units. Leaving this empty means unknown, not zero. Description is a note and never selects the action.
4. Choose Preview policy. Read Blocked, Needs approval, or More checks needed together with What was checked, Not evaluated, and Not checked.
5. Review saved rules separately with History. Stored rules, their configured approvers, and schedules do not determine this preview's answer.
6. An owner or admin may choose Roll back to this version to restore earlier configuration. Review the saved version afterward; rollback is not evidence of enforcement.

Expected result

A limited project-policy answer is shown only for the current declaration. More checks needed is not an all-clear. History and rollback describe saved configuration, not execution.

Verification

• The preview never reports full allowed readiness and does not publish, schedule, approve, or charge anything.
• Provider connections, budget and plan coverage, privacy, evidence freshness, and autonomy remain not checked; tenant-authored rules remain not evaluated.
• Changing a declaration or workspace clears the old answer. Rule history continues to show the current saved version separately.

If something goes wrong

No answer appears

Choose every required field and select Preview policy. On unavailable or refused access, verify your session and refresh configuration before trying again.

Editing a stored rule does not change the verdict

The preview evaluates project approval policy only. Stored rules have no evaluator here; do not use their enabled setting as evidence of a guardrail.

There is no earlier version

Only saved versions are shown. Do not make unnecessary changes just to create rollback history.

Permissions

Owners, admins, developer API users, and integration managers can preview and read history. Only owners and admins can change or roll back stored rules. Tours only explain these controls and never activate them.

Related articles

• create-policy-rule
• policy-troubleshooting
• publish-approval-workflow

Support

If preview access or saved history remains unavailable, ask a workspace admin or LumenReach support. Do not send credentials or private workspace content.