You are here: Primavera Unifier User Mode > Cost Manager > Cash Flow > Working with snapshots

Working with snapshots

You can manually save a snapshot of cash flow curves at any time. You can also automatically take a snapshot of a detail level curve as part of the Period Close settings on the General tab of the Properties window.

A snapshot displays the graph, curves and curve data on the worksheet. You can open the Details window from the snapshot. Snapshots are not editable.

You can take a Snapshot and view it in both project and transaction currencies. The snapshot is reportable, see About user-defined reports.

To take a snapshot at any time

Open the Cash Flow worksheet.

Click File and choose Create Snapshot. The Create Snapshot window opens.

Enter a Snapshot Title and click OK.

To schedule automatic snapshots

You can schedule automatic snapshots as part of the Period Close settings on the General tab of the Detail Curve Properties window.

Click the option Enable auto snapshot on.

Click the Select button. The Details window opens.

Choose when you want Primavera Unifier to take the snapshot.

Click OK.

After taking an auto-snapshot Primavera Unifier refreshes the curve immediately. Spends will resume after the auto-snapshot.

To view a snapshot

Open the Cash Flow worksheet.

Click View and choose Snapshot Log. The Snapshots opens.

Choose a snapshot to view and click Open. The Cash Flow Worksheet opens. You can view the Details window, cumulative view, and most other interactive elements, but the snapshot data is not editable.

To search for a snapshot

Open the Cash Flow worksheet.

Click View and choose Snapshot Log. The Snapshots opens.

Click Find.

Enter search criteria and click Search.

To restore the entire list, click Cancel Filter.

To delete a snapshot

Open the Cash Flow worksheet.

Click View and choose Snapshot Log. The Snapshots opens.

Select the snapshot and click Delete. At the confirmation, click Yes. The snapshot is deleted.

Oracle Corporation