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How to Create a Snapshot of the Baseline

Goal

After completing this how-to you will have learnt how to create a snapshot of the baseline plan. this is always performed as the final step in both the initial setup of the baseline and for a baseline change.

First Step

Begin by accessing the Planning and Budgeting Dashboard.

  1. Choose the project for which the Snapshot will be performed in the "My Analyst Assigned Projects" dropdown
  2. Click on the tile labeled "Snapshot Baseline"

Second Step

 

The Snapshot application will be opened and most of the important information will be predefined, such as the calendar, current snapshot period and snapshot date.

  1. Enter the number of future periods to determine how far into the future planning data will be included in the snapshot as shown below
  2. Click on Go!

The results of the snapshot will be displayed.

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