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:
- Click the Finance tab.
- Select the Bulk Finance Snapshots link.
- 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.
- 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.
- If you selected Individual, select an organization hierarchy level and value.
- If you selected Relational, select values for one or more levels.
- Enter a name for this snapshot.
- Enter a description for this snapshot.
- Click Create Snapshot.