Modules and Views → Reports → Datasheets → Define Snapshots

Define Snapshots

Datasheet snapshots are used in each of the Reports module views. Datasheets, and Charts tabs contain a datasheet snapshot list on the view toolbar.

Selecting a snapshot from the list on the view toolbar displays the data from the snapshot of the datasheet selected in the view and on the datasheet's dashboard (if the dashboard is set up to synchronize with the current datasheet selection). A datasheet snapshot list is available in three places: the navigation bar, the History list on generated charts, and the Chart Settings tab.

Adding a datasheet snapshot

Datasheet snapshots capture the data on a datasheet from a specific time period. Datasheet snapshots allow you to analyze and compare portfolio data on a datasheet from different moments in the portfolio's lifecycle to help determine its progress and health. When you schedule a datasheet snapshot, snapshots will be automatically created at the scheduled time.

To add a datasheet snapshot
  1. Open the Reports module.
  2. In the navigation tree, right-click a datasheet and click Snapshots to open the Manage Snapshots dialog box.
  3. In the Manage Snapshots dialog box, select a datasheet snapshot and click New Datasheet Snapshot.
  4. In the New Snapshot dialog box, name the snapshot.
  5. Select Include Timegrid Data to include timephased data from the Timegrid tab in the datasheet snapshot.
  6. Select Include Timeline Data to include milestone data from the Timeline tab in the datasheet snapshot.
  7. Select Include Demand vs Capacity Data to include resource-based data from the Demand vs Capacity tab.
  8. Under Schedule, select Schedule Snapshot to create recurring updates to the snapshot. They can be updated on a daily, weekly, or monthly basis.
  9. Click Save.

Adding a datasheet snapshot that contains current data

You can create datasheet snapshots that contain data that is current to the datasheet for which you want to create a datasheet snapshot.

To add a datasheet snapshot that contains current data
  1. Open the Reports module.
  2. In the navigation tree, right-click a datasheet and click Snapshots to open the Manage Snapshots dialog box.
  3. In the Manage Snapshots dialog box, select a datasheet snapshot and click Snapshot Now.

Deleting a datasheet snapshot

You can remove any datasheet snapshot that is no longer needed. Once a snapshot is removed, the snapshot (and its history) will no longer be available in the snapshot list on the view toolbar throughout the Reports module or the Charts tab.

To delete a datasheet snapshot
  1. Open the Reports module.
  2. In the navigation tree, right-click a datasheet and click Manage Snapshots to open the Manage Snapshots dialog box.
  3. In the Manage Snapshots dialog box, select a datasheet snapshot and click Delete.
  4. Click OK.

Deleting a datasheet snapshot history

You can remove the snapshot history for any datasheet.

To delete a datasheet snapshot history
  1. Open the Reports module.
  2. In the navigation tree, right-click a datasheet and select Manage Snapshots.
  3. In the Manage Snapshots dialog box, select a datasheet snapshot and then select the History tab.
  4. Click Delete.

Scheduling a datasheet snapshot

You can create a schedule for capturing snapshots.

To schedule a datasheet snapshot
  1. Open the Reports module.
  2. In the navigation tree, right-click a datasheet and select Manage Snapshots.
  3. In the Manage Snapshots dialog box, select a datasheet snapshot.
  4. Under Schedule, select Schedule Snapshot and then specify how often you want the snapshot to be created. Set the Frequency (hourly, daily, weekly, monthly, or once), Time of Day, Day of Week, and Day of Month.
  5. Click Save.