Create and View a Snapshot

You can take a snapshot of a sheet to keep as a record and view later.

Note: You must have permissions to access a sheet. If you need access to a sheet not listed in the log, contact your company administrator.

Configurable Modules: <name> Manager [Code-based configurable manager]

You cannot create a snapshot.

Configurable Modules: Generic Cost Manager

For Generic Cost Manager (CM0 or CM zero), see Generic Cost Manager.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Sheets

To create and view a snapshot:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  3. Click your Code and Records-based configurable manager (<name> Manager [Code and Records-based configurable manager]) to expand it.
  4. Click the Sheets sub-node ( <name> Manager [Code and Records-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
  5. Double-click the sheet to open the sheet log that displays the columns.
  6. Click the Menu Options drop-down icon and select Snapshots.
  7. Select one of these options:
    1. Create

      When you select Create, the Save As Snapshot New window opens which enables you to create a snapshot by entering the snapshot title and clicking OK.

    2. Open

      To open and view an existing snapshot, if available.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Class

You cannot create a snapshot.


Last Published Sunday, July 20, 2025