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How to Create and Manage Snapshots

Complete workflow guide for project snapshots and version control in construction project management

Snapshots capture your project's state at a specific point in time, creating a permanent record for version control and historical reporting. Use snapshots to preserve data for comparison and what-if scenarios without affecting your live project data.

Before you start

  • Ensure you have access to the project or program you want to snapshot.
  • Consider timing snapshots around key milestones or reporting periods.

Steps

Create a snapshot

  1. Navigate to your Projects or Programs (from side navigation).
  2. Click Snapshots in the left side navigation bar.
  3. Click the blue + Take Snapshot button at the top left of the page.
  4. Enter a descriptive name in the snapshot title field (example: "Monthly Report September 2026").
  5. Set the Current as of date. This represents the last day of your reporting period.
  6. Click Create to save your snapshot.

Animation showing the Mastt home screen with Favourites and Examples project cards

View existing snapshots

  1. In the Snapshots section, all saved snapshots appear in a list.
  2. Click on any snapshot name to view it.
  3. Navigate through different modules (Cost, Risk, Schedule) to see data as it was when the snapshot was taken.
  4. Explore all registers (Budget, Contracts, Variations, Forecasts, Payments, Cash Flow) within the snapshot view.

Note: An orange background indicates you're viewing snapshot data, not live data.

Project dashboard in snapshot view with an orange banner reading Project Snapshot as of 11 Jun 2025 and a Back button

Access project snapshots from program level

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

Animation showing the Mastt home screen with Favourites and Examples project cards

Return to live data

Orange banner reading Program Snapshot as of 11 Jun 2025 with a Back button

  1. Click Back at the top centre of the screen to return to your live dashboard.
  2. Confirm the orange background disappears, indicating you're back to live data.

Delete a snapshot

  1. Go to the Snapshots section.
  2. Click the Action button (...) beside the snapshot you want to delete.
  3. Select Delete Snapshot from the dropdown menu.
  4. Confirm the deletion.

Best practices

  • Create snapshots at key project milestones.
  • Use descriptive names that include dates for easy identification.
  • Remember that program snapshots capture all projects simultaneously. A program snapshot also includes archived projects that are still part of the program.
  • Regular snapshots help maintain comprehensive project history for informed decision-making.

Troubleshooting and FAQs

QuestionAnswer
Why isn't my snapshot showing recent changes?Snapshots capture data based on the "Current as of" date you set. Any changes made after this date won't appear in the snapshot.
How do I compare data between different snapshots?Open each snapshot separately and navigate to the same module or register. The orange background helps you identify which snapshot you're currently viewing.

Need help?

Contact Mastt Support for additional assistance with snapshot management.