Connect Existing Snapshot
Explanation
This activity enables the connection of an already created snapshot to the selected
budget/forecast version. Any snapshot created with the same cut-off date and time can
be connected to the budget/forecast.
Prerequisites
- More than one snapshot should exist for the budget/forecast with the same cut
off date and time.
- If a snapshot has been connected to the budget/forecast version it must be disconnected first
to enable a new snapshot connection.
System Effects
- An existing snapshot is connected to the selected budget/forecast version.
- If a snapshot is connected to the budget/forecast version this snapshot will be
disconnected and replaced by the snapshot selected for connection this time.
All Actual, Committed and Used cost on the
Cost tab of the budget/forecast
will be disconnected as well.
- The
estimated, planned, preliminary, posted, and actual revenue on the
Revenue tab of the selected
budget/forecast version
will be updated with reference to the new snapshot.
Window
Project Forecast Info
Project Forecasts
Related Window Descriptions
Project Forecasts
Project Forecast Info
Project
Connect Snapshot
Procedure
Use the following procedure to disconnect a snapshot from a selected
budget/forecast
version:
- Open either the
Project Forecasts or
Project Forecast Info window query for the project
budget/forecast version for which you want to disconnect the snapshot. You
can also open the Project window and
right click and select the Project Forecasts menu option, which will
open the the
Project Forecasts
window where you can query for the budget/forecast version.
- Right click on the window, click Snapshot and then click
Disconnect. The message, "Do you really want to disconnect the current
snapshot from the forecast version?" is displayed.
- Click OK to confirm the need for the disconnection.
Use the following procedure to connect a snapshot to the selected
budget/forecast
version:
- Open either the
Project Forecasts or
Project Forecast Info window query for the project
budget/forecast version for which you want to connect a snapshot. You can
also open the Project window and
right click and select the Project Forecasts menu option, which will
open the the
Project Forecasts
window where you can query for the budget/forecast version.
- Right click on the window, click Snapshot and then click
Connect. The
Connect Snapshot dialog box opens up.
- In the Number, Acc. Period or Date field, use the List
button to select one of an existing set of snapshots previously created and
connected on the selected budget/forecast version.
- Click OK.