Enhance your ability to manage projects more effectively, providing a robust tool for record-keeping and decision-making.
Introducing the new 'Snapshots' module:
Capture, store, and analyze project or program snapshots with ease, enabling versioning, 'what if' scenarios, curated reporting, and key data storage throughout the project lifecycle.
✅ You have the flexibility to edit your snapshots without impacting your real-time data.
Getting started with the new reporting module is straightforward. Here’s a quick guide to help you leverage its full potential:
Navigate Back to Snapshots Module
Create a Snapshot
Document the present status of your project, ensuring a comprehensive understanding of its current state and progress.
Step 1: Select a project, then locate the Snapshots option in the Hamburger Menu (
).
Step 2: Select the Create Snapshot option to capture the current state of your project.
Step 3: You can label each snapshot for easy identification, then hit Create to save.
View and Retrieving Snapshots
All snapshots are stored securely within your ‘Snapshots’ module.
Step 1: Click on the Snapshot Title you like to view. A list of snapshots can be viewed, each with a timestamp and label, making it easy to locate and retrieve the specific version you need.
Step 2: Navigate to Hamburger Menu () to show different modules of your Project under the Snapshot section.
An orange background reminder displays, stating "You are viewing the project snapshot: [Your Project Name]" to ensure you're in the Snapshot view.
Tip: To delete your report, simply click on the Three Dots Menu (...) next to the report you wish to remove. Then, confirm by selecting Delete Report.
Navigate Back to Snapshots Module
From your Project Report view, navigate to the Hamburger Menu () and select Back to snapshots.
It will send you back to your Snapshots list.
Got questions or need a hand? Send us a Support Ticket! Our team is ready to help!