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, select Configurable Modules, select your Code and Records-based configurable manager (<name> Manager [Code and Records-based configurable manager]), and then select Sheets (<name> Manager [Code and Records-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
  3. Double-click the sheet to open the sheet log that displays the columns.
  4. Click the Menu Options icon ( ) and select Snapshots.
  5. 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 Wednesday, July 2, 2025