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.
It is this perimeter that defines the information saved in the snapshot. The snapshot saves the values of certain representations at a given time.
Snapshot, perimeter and report Project budget review with snapshot (Excel) work together.
List of perimeters
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.
Click on Register to apply the filter and
Close to return to the list.
Rights required : Viewing snapshots and
Perimeter consultation
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.
Creating and modifying a perimeter
This screen is used to define the data used by the snapshot: representations, attributes, etc.
It is possible to modify a perimeter. However, when snapshots are created using this perimeter, this risk modifying the criteria of the snapshot already in use. A banner will appear to indicate this.
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.
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.
Validates your changes. This may redirect you to the previous page on some screens.
Affiche la liste des modifications effectuées sur ce périmètre d’instantanés, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.