Use the lease snapshot feature to create a historical picture of the lease that you can preserve before the lease is amended or otherwise modified. The snapshot can be created automatically when the Lease BP reaches a certain status, or you can create it manually whenever necessary. Automatic snapshot creation is set up in Primavera uDesigner.
To save an automatically created snapshot
| 1 | When the status of the Lease BP changes and a snapshot is created automatically, you receive a message. |
Enter a title for the snapshot (if you want to overwrite the default title), and an optional description.
| 2 | Click OK. The snapshot is saved in Primavera Unifier. |
To create a snapshot manually
| 1 | While in the Lease BP, choose File > Create Snapshot. |
| 2 | Enter a title for the snapshot (if you want to overwrite the default title), and an optional description. |
| 3 | Click OK. The snapshot is saved in Primavera Unifier. |
To view and manage snapshots
| 1 | While in the Lease BP, choose View > Snapshots. The Snapshots window opens. |
The snapshots are listed in the window. Manually created snapshots display Yes under the User Created column; system created snapshots display No.
| 2 | To save the snapshot as a PDF file, select a snapshot from the list and click Open. |
Primavera Unifier displays the PDF file, which shows all the fields from the detail forms for all the tabs on the business process.
| 3 | To view snapshot properties and change the title or description of the snapshot, select a snapshot from the list and click Properties. |
| 4 | To delete a snapshot, select a snapshot from the list and click Delete. |
| 5 | Click Close when you a done viewing snapshots. |
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