Creating and Managing Project and Program Snapshots

Snapshots can be created at both the project and program levels, with program snapshots automatically creating snapshots for all projects within that program.

Prerequisites

Before you begin, ensure you have:

• Access to a Mastt project or program with appropriate permissions
• Project data that you wish to capture in a snapshot

Key Concepts

Snapshot: A point-in-time capture of your project or program's current state, including all relevant data such as costs, schedules, and risks.

Step-by-Step Guide

Step 1: Creating a Project Snapshot

1. Navigate to your project in Mastt
2. Select the Snapshots section from the navigation menu
3. Click + Take Snapshot
4. In the dialog box that appears, enter a descriptive name for your snapshot (e.g., "Monthly Report - January 2025")
5. Click Create to save the snapshot

Your project snapshot is now saved and can be accessed at any time without affecting your live project data.

Step 2: Creating a Program Snapshot

1. Navigate to your program in Mastt
2. Select the Snapshots section from the navigation menu
3. Click + Take Snapshot
4. In the dialog box that appears, enter a descriptive name for your snapshot
5. Click Create to save the snapshot

The program snapshot will be created along with individual snapshots for all projects within the program. This allows you to capture the state of multiple projects simultaneously with a single action.

Step 3: Viewing and Retrieving Snapshots

1. Navigate to the Snapshots section of your project or program
2. Locate and click on the snapshot you wish to view (e.g., Monthly Report - Jan...)
3. You are now viewing your project or program as it was when the snapshot was taken
4. An orange background will display to indicate you are viewing a snapshot
5. When viewing a program snapshot, you can also access individual project snapshots that were created as part of the program snapshot

Step 4: Navigating Within a Snapshot

1. While viewing a snapshot, you can use the side navigation to select different modules (such as Schedule, Costs, Risks) to view those aspects of your project as they were at the time of the snapshot
2. To return to the main snapshot view, click Back

Step 5: Deleting a Snapshot

1. From the snapshots list view, locate the snapshot you wish to remove
2. Click on the three dots (...) menu next to the snapshot name
3. Select Delete Snapshot from the dropdown menu
4. Confirm by clicking Delete in the confirmation dialog

Best Practices

• Create snapshots at key project or program milestones or before implementing major changes
• Use descriptive naming conventions that include dates or milestone references for easy identification
• Create regular snapshots (e.g., monthly) to maintain a consistent historical record
• Review older snapshots before major decision points to understand project progression
• Use program-level snapshots when you need to capture data for multiple projects simultaneously

Troubleshooting

Cannot access a project snapshot from a program

• Symptom: Unable to access a project snapshot at the program level
• Cause: You may not have access to the project
• Solution: Ensure you have appropriate project-level access permissions

Cannot find a previously created snapshot

• Symptom: Snapshot is not visible in the snapshots list
• Cause: The snapshot may have been deleted or you may not have access
• Solution: Check with your project administrator about snapshot access permissions

Tips:

• Use snapshots before implementing "what-if" scenarios to preserve your baseline data
• Compare snapshots from different time periods to visualize project progress
• Share specific snapshots with stakeholders for focused reporting on particular milestones
• Create program-level snapshots to efficiently capture data for multiple projects with a single action
• Use program snapshots for comprehensive portfolio reporting and analysis

Note: Snapshots allow both reading and editing of the saved project or program data. Any changes you make while working in a snapshot will be saved within that snapshot, but will not affect your actual live data.

Last Updated: March 21, 2025