Create/Connect Resource Forecast Snapshot

Explanation

A snapshot is a static view of the project status relative to a specific point in time known as the Cut-Off Date. The snapshot will contain all project activities and any connected objects with their reported cost and progress.

The resource forecast snapshot is created for a specific cut-off date including the detailed transactions. Drilldown will be done against the snapshot data for each cut-off date.

This activity is used to create a snapshot and connect it directly to the selected resource forecast version. It also enables the connection of an already created snapshot to the selected resource forecast version. Any snapshot created with the same cut-off date can be connected to the resource forecast version.

When the snapshot is connected to the forecast, the matching process tries to find an exact match (the combination of relevant activity and resource criteria information) between the snapshot lines and the forecast lines in order to add the snapshot hours to the forecasted hours. If no match is found, a line with a warning triangle in front of it is added to the forecast, displaying the values that are not forecasted. If you wish to enter an ETC value on these lines a new forecast line with appropriate sub project/activity/resource criteria values from the snapshot line needs to be entered. When this is done the system will match the snapshot line with the new forecasted line and the ETC value can be edited.

Once a snapshot has been connected to a forecast it is thereafter possible to disconnect it or replace it with a new snapshot.

Prerequisites

• The resource forecast version must be in the Preliminary status.

System Effects

• A snapshot will be created and connected to the selected forecast version. Snapshot version and date will be updated on the forecast version.
• If a snapshot is already connected to the selected forecast version the old snapshot information will be removed and the new snapshot connected instead.
• The estimated, planned, committed, used and actual cost of the selected resource forecast version will be updated with reference to the new snapshot.

Window

Project Resource Forecast
Resource Forecast Snapshot Details

Related Window Descriptions

Project Resource Forecast
Resource Forecast Snapshot Details

Procedure

Use the following procedure to create a snapshot on an existing resource forecast version:

1. Open the Project Resource Forecast window and query for the resource forecast version for which you want to create a snapshot.
2. Right click on the window, point to Snapshot and then click Create. The Create Snapshot dialog box opens up displaying the cut-off date as defined on the forecast version.
3. If you want to have a snapshot description enter that
4. Select your requirement for snapshot matching
5. Click OK.

Use the following procedure to disconnect a snapshot from a selected forecast version:

1. Open the Project Resource Forecast window and query for the resource forecast version for which you want to disconnect the snapshot.
2. Right click on the window, click Snapshot and then click Disconnect. 
3. Click OK to confirm the need for the disconnection.

Use the following procedure to connect a snapshot to the selected forecast version:

1. Open the Project Resource Forecast window and query for the resource forecast version for which you want to connect a snapshot.
2. Right click on the window, click Snapshot and then click Connect. The Connect Snapshot dialog box opens up.
3. In the Version field, use the List button to select one of an existing set of snapshots previously created and connected on the selected forecast version.
4. Click OK.