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.
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
Filter snapshot list
Click on Register to apply the filter and
Close to return to the list.
Actions
Filter ➡️ Filter snapshot list
Rights required :
Viewing snapshots
No view can be set for this screen.
Name | Information |
---|---|
🚦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 |
Creating a snapshot
In order to create and launch a snapshot, a perimeter must first be created.
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
If the snapshot has been generated automatically, none of the fields can be modified.
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.