Periodically (monthly) the Project or Portfolio of Projects Budgeting and Forecasting data must be “Snapshot”.
Upon launch of the transaction, enter the Project or Portfolio name or choose from the list using the drop-down menu. Enter the following:
- Number of future periods to be snapshot,
- Fiscal Period for the snapshot, the Snapshot date will be predetermined based on the chosen fiscal period
- The Plan version (Budget)
- The EAC version (Forecast)
Load Balancing data if required should be obtained from the SAP system administrator.
Click continue to execute the Snapshot.
The application will perform the Snapshot in the background and display a log of the Snapshot as shown below;