Project Snapshots

You can capture project record details at certain points in time to create a history of the changes made to a project record.

Snapshots are available in a property card tab named Snapshots. The tab's left pane displays the snapshots that you created in addition to the current record. You can compare the snapshot information to the current record and to other snapshots. The right pane displays information for the selected snapshot or for the current record. Information in the right pane includes:
  • Details. Displays the record's field values.
  • Planning. Shows the work breakdown structure and Gantt chart.
  • Tasks. Lists the tasks as they were when you took the snapshot, including progress, status, and assignment information.
  • Deliverables. Shows the deliverables and their lifecycle statuses.
  • Timesheets. Displays the timesheets connected to the project.
  • Resources. Lists the resources assigned to the project at the time of the snapshot.