Creating and Managing Project and Program Snapshots

Overview

The Snapshots module provides powerful version control for your construction projects by capturing complete project states at specific points in time. This feature enables you to preserve baseline data before major changes, compare project progress across different periods, and maintain reliable historical records for stakeholder reporting.

Whether you're managing a single project or overseeing multiple projects within a program, snapshots give you the ability to freeze data at critical milestones. You can then return to view that exact state without affecting your live project data, making it an essential tool for scenario planning and decision-making.

Prerequisites

• Access to a Mastt project or program with Snapshots module permissions
• Existing project data (costs, schedules, risks, or other modules) to capture
• Understanding of your project milestones and reporting requirements

Key Concepts

• Snapshot - A complete point-in-time capture of your project or program state, including all data from active modules like costs, schedules, and risks
• Project Snapshot - Captures data for a single project only
• Program Snapshot - Captures data for an entire program and automatically creates individual snapshots for all projects within that program
• Historical Record - Preserved data that can be viewed and analyzed without affecting current live project information
• Orange Background - Visual indicator that appears when you're viewing snapshot data rather than live project data

Step-by-Step Guide

1. Creating a project or program snapshot

• Navigate to your Projects or Programs in Mastt
• Click Snapshots in the left navigation menu
• Click + Take Snapshot button
• Enter a descriptive name in the dialog box (e.g., "Monthly Report - January 2025" or "Pre-Design Change - Week 12")
• Click Create to save the snapshot

2. Viewing existing snapshots

• Go to the Snapshots section of your project or program
• Locate the snapshot you want to view from the list
• Click on the snapshot name to open it

• Use the left navigation menu to explore different modules (Schedule, Costs, Risks) as they existed at snapshot creation
• Click Back to return to the main snapshot view

4. Accessing project snapshots from program level

• Open a program snapshot by clicking its name
• Navigate to the specific project data you want to review
• View individual project snapshots that were created as part of the program snapshot
• Switch between different project snapshots within the same program snapshot timeframe

5. Deleting a snapshot

• From the snapshots list view, locate the snapshot you want to remove
• Click the three dots (...) menu next to the snapshot name
• Select Delete Snapshot from the dropdown menu
• Click Delete in the confirmation dialog to permanently remove the snapshot

Best Practices

• Create snapshots at key project milestones or before implementing major changes to preserve baseline data
• Use descriptive naming conventions that include dates or milestone references (e.g., "Monthly Report - January 2025")
• Take snapshots before making significant project modifications to ensure you can revert if needed
• Use program-level snapshots when you need to capture data across multiple projects simultaneously

Troubleshooting

• Issue: Cannot access a project snapshot from program level
  • Solution: Verify you have appropriate project-level access permissions with your project administrator
• Issue: Previously created snapshot is not visible in the snapshots list
  • Solution: Check with your project administrator about snapshot access permissions - the snapshot may have been deleted or access restricted
• Issue: Orange background not appearing when viewing snapshot
  • Solution: Refresh the page - you may still be viewing live project data instead of the snapshot