Creating and Opening a Snapshot of the Company Cost Sheet

Snapshot provides a rendering of the Company Cost Sheet at the time that the snapshot was taken. It is similar to taking a photo of the Company Cost Sheet at a specific time.

To create a snapshot of the Company Cost Sheet:

  1. From the toolbar, select Menu Options ( ), and select Snapshots.
  2. Select Create to open the Create Snapshot window.
  3. Enter a title for the snapshot. Note that the date and time is displayed.
  4. Select Create.

    To discard changes, or to close the window, select Cancel.

To open your snapshot, or any previous snapshots:

  1. From the toolbar, select Menu Options ( ), and select Snapshots.
  2. Select Open to open the Snapshot Log.
  3. The Snapshot Log lists all the Company Cost Sheet snapshots in a table, categorized according to the snapshot title, date that it was created, and the user who created it.

    You can use the toolbar options to refresh the list, print or export the list, or find items in the list.

  4. Select the desired snapshot on the list, select the gear menu (), and select Open to open the snapshot. Alternatively, you can double-click the selected snapshot to open it.

You can open several snapshots, if available, to compare past values with the current ones.

You can close the Snapshot Log after you have opened your snapshots.


Last Published Monday, October 13, 2025