Working with Project or Shell Level Snapshots and Audit Log

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 details such as Date, Event, Action, User Name, and so on, about the cash flow curve. You can use the Audit Log 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: Enable auto snapshot Cut off Spends Apply spends to The More Options window also lets you add the cash flow curve to selected summary curves, in the Summary tab: Available: This block shows a list of available summaries. Selected: This block will contain your selected summary. Finally, in the More Options window, you can set the number of decimals or opt to use currency decimal precision, 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
  Notes:
  - After taking an auto-snapshot, the system immediately refreshes the cash flow curve. Spends will resume after the auto-snapshot.
  - Because your organization might have multiple cash flow jobs and automatic snapshots scheduled to run for a multitude of projects, your administrator can use the Cash Flow Jobs functional node to manage the jobs and auto-snapshots and their impact on system performance. For more information, see the Unifier General Administration Guide.

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 opens.
Choose a snapshot to view and double-click 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 the icon and drag to expand the window. You can use the Expand and Dock icons (upper-right corner) to adjust this screen. This screen lets you access detailed 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 opens.
In the Snapshot Log, 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 opens.
In the Snapshot Log, 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 opens.
In the Snapshot Log, click the Print icon and select one of the following options:
- Print
  To open a window that lets you select a method to print the selected curves.
- Export to CSV
  To open a dialog box that lets you 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 lets you save a Microsoft Excel Worksheet version of the selected curves, so you can export the file to a desired destination.
  
  Notes:
  - For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
  - If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).

Last Published Sunday, July 20, 2025