Manage Schedule Snapshots

Taking a snapshot of your schedule allows you to track progress.

Snapshots should be saved periodically. In most cases, schedule managers save a snapshot of the schedule at least once a month but they can be taken at any point in the project and used to review the progress of the schedule at different points in time.

To save a snapshot of the schedule

  1. Open the Schedule page.
  2. In the Actions section of the toolbar, click Snapshot.
  3. On the Save Snapshot dialog, enter a name for the snapshot, such as the date or project phase.
  4. Click Save.

After taking a snapshot of your schedule, you can view a list of all snapshots on the Snapshots tab.

To view saved snapshots

  1. Open the Schedule page.
  2. Click on the Snapshots tab.
  3. Click to view a saved snapshots.

    4. A snapshot of the schedule opens on a separate tab.

The Compare Snapshots page gives Schedule Managers a way to see the difference in task duration, start and finish dates or percent complete in one or more snapshots. This page lists all tasks in a collapsible view, with each selected snapshot nested underneath the task so you can see if there have been any changes over time. The current schedule is also listed in the list of snapshots to support real-time analysis. Changes appear in red text. If a snapshot entry is missing from any of the tasks, it's because the task was not included in the schedule at the time the snapshot was taken.

  1. Open the Schedule page.
  2. Click the Snapshots tab.
  3. Select the check box next to the snapshots you want to compare.

    4. If only a single snapshot is selected, it will be compared to the current schedule.

  4. Click Compare.

    5. The Compare Snapshot dialog displays a comparison of the two snapshots.

    Changes in snapshots are displayed in red.

A description of the fields are described below:

Compare snapshots

  • Snapshot Name:  Lists the name of the task first as a collapsible header. The names of the snapshots are listed beneath the task name.
  • Duration: The task durations, which is the amount of time allotted for the completion of the task.
  • Start: The actual start date of the task
  • Finish:  The actual finish date of the task.
  • % Complete: The percentage complete of the task.

Deleted Tasks

  • Snapshot Name: The name of the most recent snapshot the deleted item was last saved in.
  • #: Task number
  • Task name: The name of the task
  • Duration: The amount of time allocated for the task's completion.
  • Start: The date the task was started or schedule to begin, if it had not yet began.
  • Finish:  The date the task was finished or schedule to finish, if it had not yet been completed.
  • % Complete: The task's percentage complete before it was deleted.