Creating activity snapshots

Core TSIs : Activity planner : Working with Activity planner : Creating activity snapshots

You can now create snapshots of your activity planning, allowing for better tracking and historical reference. When a snapshot is generated, it creates a read-only copy of your activity definitions, planning details, and associated costs at a specific point in time. This feature enables you to capture and preserve the state of their activities for future analysis, comparison, and auditing, without the risk of accidental changes.

Procedure

1. Go to the Activity planner TSI > Plans selection level.

2. Select an Activity plan.

3. On the action panel, click Create activity snapshot.

An information message appears. Click Close.

4. To view the created activity snapshot, click Activity snapshots.

You can then select the created snapshot and drill-down to Activity definitions to see the Snapshot activities.

For information on field descriptions, see Activity snapshot fields.