Live Forecast Snapshot

A Live Forecast Snapshot captures the forecast values for a project at a specific point in time. Snapshots can be used for reporting and historical comparison. Each month, a snapshot is created either manually, by syncing the live forecast on a specific date, or automatically at the end of the plus-days period. The most recent sync for the month becomes the snapshot for that month.

Snapshots contain all live forecast values at the time of capture, along with actuals for the current month. If actuals are posted during plus days with a posting date within the current period, they are included in the snapshot. However, actuals posted with next-period dates do not show until plus days are complete.

Snapshot settings

You can configure snapshot settings in Project settings > Control > Project tracking.

• Enable manual snapshots - When enabled, snapshots are captured only when a user with permission takes a monthly snapshot. When disabled, snapshots are captured automatically when Push to Live Forecast and Push Forecast Revenue syncs are run.

• Allow Syncs to Replace Manual Snapshots - When enabled, a manual snapshot is replaced if Push to Live Forecast or Push Forecast Revenue is synced. When disabled, syncs do not overwrite manual snapshots.

Manage snapshots

You can manage your snapshots from the drop-down menu in the Live forecast data block.

If manual snapshots are enabled, click Take live snapshot to capture a snapshot of the current Live forecast values.

Select a previous snapshot to view read-only values from that month.

You can also load snapshots in the Forecast delta data block.

Snapshots only capture Live forecast values. If you add a column to your view that does not relate to Live forecast values (such as Committed remaining cost and Committed total cost), those columns show as blank and disabled.