Working with Company Level Snapshots

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.

Note: 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.

When you open a company level Roll up Cashflow curve (from the 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.

Properties

Use this option to open the Roll up Cashflow Properties window. You can see the following cash flow properties information:

  • General (Name, Description, Decimal Places, Status, and Data Sources)
  • Time Scale (Period Type, By, and Format)
  • Status (Active and Inactive)
  • Data Sources (Available Sources and Selected Sources)

To take a snapshot at any time

  1. Open your cash flow curve.
  2. 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.
  3. Enter a title for your snapshot, in the Title field, and click Create.

To view a created snapshot

  1. Open the cash flow curve.
  2. Click the Snapshots menu icon (the three horizontal line icon) and select Snapshot Log. The Snapshot Log opens.
  3. Choose a snapshot to view and double-click the snapshot to open the cash flow curve or worksheet snapshot.
  4. 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 detail information for actuals, baseline, forecast, and most other interactive elements, but the snapshot data is not editable.

To search for a snapshot

  1. Open the cash flow worksheet. Click the Snapshots menu (hamburger) icon and choose Snapshot Log. The Snapshot Log opens.
  2. In the Snapshot Log, click Find on Page to open the find box for each column (Title, Creator, and Created On).
  3. Proceed to enter a value in one or all of the boxes to search and find your desired snapshot.
  4. To restore the entire list, click the Find on Page.

To delete a snapshot

  1. Open the cash flow worksheet. Click the Snapshots menu (hamburger) icon and choose Snapshot Log. The Snapshot Log opens.
  2. In the Snapshot Log, select a snapshot, click the Delete icon, and follow the prompts.

To print a snapshot

  1. Open the cash flow worksheet. Click the Snapshots menu (hamburger) icon and choose Snapshot Log. The Snapshot Log opens.
  2. 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