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 Save.