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 or Initiative. If you select Initiative, select an initiative from the drop-down menu. If you select Org Hierarchy, select a hierarchy level.
4. Select one of the following Org Hierarchy option: Individual or Relational. Select Individual if you want to specify the bulk lock for a specific level of the org hierarchy. Select Relational if you want to select multiple levels of hierarchy.
   1. If you selected Individual, select an organization hierarchy level and value.
   2. If you selected Relational, select values for one or more levels.
5. Enter a name for this snapshot.
6. Enter a description for this snapshot.
7. Click Create Snapshot.

See Also

Finance Management

Managing Currencies

Managing Conversion Rates

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