Modules and Views → Reports → Datasheet Options → Manage Snapshots

Manage Snapshots

The Snapshots dialog displays the existing datasheet snapshots for the datasheet selected in the portfolios pane. Use the Snapshots dialog to create new snapshots, edit existing snapshots, or delete snapshot you no longer need. If you want to delete snapshot history, snapshot history is deleted on the History tab on the Edit Snapshots page.

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 Snapshots dialog box.
  3. In the 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 with 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 Snapshots dialog box.
  3. In the 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 Snapshots dialog box.
  3. In the 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 click to open the Snapshots dialog box.
  3. In the Snapshots dialog box, select a datasheet snapshot and then select the History tab.
  4. Click Remove to delete the selected snapshot or click Remove All to delete all snapshots. Confirm.

Editing a datasheet snapshot

A datasheet snapshot is a collection of saved parameters from which you can take real-time snapshots of data for a datasheet. Save them over time to compare snapshots. If the snapshot doesn't contain the data you want it to, edit it.

To edit a datasheet snapshot
  1. Open the Reports module.
  2. In the datasheets tree, right-click a datasheet and select Manage Datasheets.
  3. In the Manage Datasheet Types dialog box, select a datasheet type and then select Edit Datasheet Type Chart.
  4. In the Snapshots dialog box, select a datasheet snapshot and click Edit Snapshot.
  5. In the Edit Snapshots dialog box, make your changes and then click Save.

Scheduling a datasheet snapshot

You can create a schedule for capturing snapshots on an on-going basis, or capture a single snapshot of a datasheet's current data. A datasheet snapshot captures the data on a datasheet from a specific time period.

To schedule a datasheet snapshot
  1. From the application toolbar, click Setup, and then select System Settings.
  2. Select the Scheduled Services tab.
  3. Select the Jobs tab.
  4. Click New to add a new attribute.
  5. In the Scheduled Job Properties section, enter a name and description for the job.
  6. Select Datasheet History from the Job Type list.
  7. Set the frequency, date, and time options.
  8. Click Save.