A snapshot displays the graph, curves, and curve data on the worksheet. Snapshots are not editable. You can take a snapshot and view it in project, transaction currencies, and reports. You can manually save a snapshot of a cash flow curve at any time.
When you open a detail curve (a cash flow worksheet) from project or shell Cash Flow log, you can click the Snapshot menu icon (the three horizontal line icon) and access the following options:
Option | Description |
|---|---|
Create Snapshot | Use this option to create, or to take a snapshot of a cash flow curve, at any time. See "To take a snapshot at any time," below. |
Snapshot Log | Use this option to view, open, or delete the snapshots that have been created or taken of a cash flow curve. The Title, Creator, and Created on data is also provided on this window. |
Audit Log | Use this option to access a record of the following details about the cash flow curve:
You can use the Audit Log window toolbar options to refresh the list, print the list, and find items in the list of log items. |
Properties | Use this option to open the cash flow Properties window. The function of the Properties option in the Snapshots menu icon (the three horizontal line icon) is identical to the function of the Properties option of the gear menu next to a cash flow curve in the Cash Flow log. In the Cash Flow Properties window, click the More Options link to open the More Options window and set the following parameters for your snapshot in the Period Close Settings tab:
The More Options window also allows you to add the cash flow curve to selected summary curves, in the Summary tab:
Finally, in the More Options window, you can set the number of decimals, in the Decimal Options tab. |
To take a snapshot at any time:
- Open your cash flow curve.
- Click the Snapshots menu icon (the three horizontal line icon) and select Create Snapshot. The Create Snapshot window opens. The window also displays the time-stamp of snapshot for reference.
- Enter a title for your snapshot, in the Title field, and click OK.
To schedule an automatic snapshot:
- Open your cash flow worksheet or curve.
- Click the Snapshots menu icon (the three horizontal line icon) and select Properties.
- In the Cash Flow Properties window, click the More Options link to open the More Options window and set the following parameters for your snapshot in the Period Close Settings tab:
- Enable auto snapshot
- Cut off Spends
- Apply spends to
Note: After taking an auto-snapshot, Unifier refreshes the cash flow curve, immediately. Spends will resume after the auto-snapshot.
To view a created snapshot:
- Open the cash flow curve.
- Click the Snapshots menu icon (the three horizontal line icon) and select Snapshot Log. The Snapshot Log window opens.
- Choose a snapshot to view and double-click on the snapshot to open the cash flow curve or worksheet snapshot.
- Maximize the window to be able to identify the following elements:
- Top block
- Containing cost-related at-glance numeric data as well as detailed information, when you click the Show More option.
- Bottom block
- Containing curves corresponding to the cost periods and variances.
- Screen split
(icon with three vertical dots) - Click on the icon and drag to expand the window. You can use the Expand and Dock icons (top right-hand corner) to adjust this screen. This screen enables you to access detail information for actuals, baseline, forecast, and most other interactive elements, but the snapshot data is not editable.
To search for a snapshot:
- Open the cash flow worksheet. Click the Snapshots menu (hamburger) icon and choose Snapshot Log. The Snapshot Log window opens.
- In the Snapshot Log window, click Find on Page to open the find box for each column (Title, Creator, and Created On).
- Proceed to enter a value in one or all of the boxes to search and find your desired snapshot.
- To restore the entire list, click the Find on Page.
To delete a snapshot:
- Open the cash flow worksheet. Click the Snapshots menu (hamburger) icon and choose Snapshot Log. The Snapshot Log window opens.
- In the Snapshot Log window, click to select a snapshot, click the Delete icon, and follow the prompts.
To print a snapshot:
- Open the cash flow worksheet. Click the Snapshots menu (hamburger) icon and choose Snapshot Log. The Snapshot Log window opens.
- In the Snapshot Log window, click to select the Print icon and select one of the following options:
- To open a window that allows you to select a method to print the selected curves.
- Export to CSV
- To open a dialog box that allows you to save a Microsoft Excel Comma Separated Values (CSV) File version of the selected curves, so you can export the file to a desired destination.
- Export to Excel
- To open a dialog box that allows you to save a Microsoft Excel Worksheet version of the selected curves, so you can export the file to a desired destination.