Taking Snapshots

To take a snapshot of an investor map:

  1. Click Snapshot in the menu bar.
  2. Click Take Snapshot. The Take Snapshot dialog box appears.
  3. (Optional) Change the default name to your own unique name. The Investor Map suggests a default name for the snapshot consisting of the name of the map and the current date. This default name is shown in the Name field. If the map shows a Scenario, the name of the scenario is added after the name of the map.
  4. (Optional) To take a snapshot of a different map, click Cancel in the Take Snapshot dialog box. In the Investor Map main window, select the map for which you would like to take a snapshot and repeat the above steps.
  5. (Optional) To create a public snapshot, uncheck the Private Snapshot check box. Snapshots are private by default, and can be viewed only by the user who took them. Special security permission is required in order to define snapshots as `Public', providing access to all users. In order to be able to uncheck the Private Snapshot check box, you must have Read permission on the security module named `Create Public Snapshots'.
  6. Click OK. A snapshot of your current Investor map is created and added to the Snapshots list.

Related Topics

Working with Snapshots

Viewing Snapshots

Changing the Snapshot Sharing Status



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Last Published Tuesday, November 19, 2024