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