Snapshots

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Table of contents

Snapshot A snapshot allows you to take a "photo" of data to remember what happened at a specific moment in time, according to a set of criteria.

Perimeters. The scope lets you choose the types of data for which you want to launch a snapshot.

The snapshot saves the values of certain representations at a given moment.

For example, I define my perimeter on the following representations target and estimated for theBudget theme . I'll be able to launch my snapshot by adding projects via a filter or by selecting All projects. I'll then be able to visualize the values of these representations for my projects for a given date, and compare them with the values for another date.

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Snapshot, perimeter and report Project budget review with snapshot (Excel) work together. Each time a snapshot is taken, a warning mail can be sent to a user.

Snapshot list

Snapshot list screen

Filter

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

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You can filter this list of snapshots using a filter criterion:

Click on Register to apply the filter and Close to return to the list.

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Rights required : Viewing snapshots

Sort

This button is used to sort :

in ascending order on first click (down arrow)
in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Add

Allows you to add a snapshot. Snapshots - Editing a snapshot

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Rights required : Creating snapshots

Launch

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In order to create and launch a snapshot, a perimeter must first be created.

This screen allows you to view the number of elements in the snapshot (number of projects) and to include/exclude them via public and private project filters. Items can be added to or removed from the snapshot. This feature allows you to take a snapshot of Project Monitor with a precise perimeter.

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Rights required : Launching snapshots

Edit

Allows you to modify a snapshot. Snapshots - Editing a snapshot

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Rights required : Editing snapshots

Creating a snapshot

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In order to create and launch a snapshot, a perimeter must first be created.

Snapshot creation screen

Validates your changes. This may redirect you to the previous page on some screens.

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Rights required :

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Modifying a snapshot

Snapshot editing screen

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Rights required :

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If the snapshot has been generated automatically, none of the fields can be modified.

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

Delete

Allows you to delete a snapshot.

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Rights required : Deleting snapshots

Validates your changes. This may redirect you to the previous page on some screens.

Seehistory

Displays the list of changes made to this snapshot by all users.

Stocks are sorted from the most recent to the oldest date.