Using Bulk Finance Snapshots

You can capture finance snapshots for all projects or for projects associated with a specific initiative or organization hierarchy. For projects that have that the Data Edit mode set to Double View, a snapshot of both plan and actual finances are taken.

To create bulk finance snapshots:

1. Click the Finance tab.
2. Select the Bulk Finance Snapshots link.
3. Select a snapshot type. You can select the Global, Initiative, or the Org Hierarchy checkbox. If you select Initiative, select an initiative from the drop-down menu. If you select Org Hierarchy, select a hierarchy level.
4. Enter a name for this snapshot.
5. Enter a description for this snapshot.
6. Click Create Snapshot.

See Also

Finance Management

Managing Currencies

Managing Finance Templates

Managing Finance Approval Templates

Managing Finance Element Types

Managing Labor Expense Types

Managing Activity Labor Cost Capitalization Settings

Updating Global Finance Constants

About Finance Locking

Managing Finance Lock Enforcement Settings