Create/Connect Resource Forecast Snapshot

Explanation

A snapshot is a static view of the project status relative to a specific point in time known as the Cut-Off Date. The snapshot will contain all project activities and any connected objects with their reported cost and progress.

The resource forecast snapshot is created for a specific cut-off date including the detailed transactions. Drilldown will be done against the snapshot data for each cut-off date.

This activity is used to create a snapshot and connect it directly to the selected resource forecast version. It also enables the connection of an already created snapshot to the selected resource forecast version. Any snapshot created with the same cut-off date can be connected to the resource forecast version.

When the snapshot is connected to the forecast, the matching process tries to find an exact match (the combination of relevant activity and resource criteria information) between the snapshot lines and the forecast lines in order to add the snapshot hours to the forecasted hours. If no match is found, a line with a warning triangle in front of it is added to the forecast, displaying the values that are not forecasted. If you wish to enter an ETC value on these lines a new forecast line with appropriate sub project/activity/resource criteria values from the snapshot line needs to be entered. When this is done the system will match the snapshot line with the new forecasted line and the ETC value can be edited.

Once a snapshot has been connected to a forecast it is thereafter possible to disconnect it or replace it with a new snapshot.

Prerequisites

System Effects