Previous to this new feature, when the Push to Live Forecast sync is initiated, a snapshot is generated, so that all the data contained in the revenue and forecast at that point in time is saved and the snapshot is created at the end of the fiscal period. The same is true for the Revenue forecast sync.
Now, if you have the Enable manual snapshots setting enabled, you can create a snapshot at any point in time, separately from any of the above-mentioned syncs.
When the Enable Snapshots settings is enabled, you can select the Take Live Snapshot option from the Current Live Forecast drop-down menu in the CBS to capture current values in the Live Forecast, Current Budget and Current Estimate.
Snapshots can also be taken from the Actions menu.
You can view the draft snapshot by selecting the View draft snapshot from the Current live forecast drop-down menu. This lets you know that the draft snapshot is not yet finalized for the current month.
When you select View draft snapshot, the snapshot values load into the CBS in a read-only status.
When you select the Take Live Snapshot meu-option, consecutively, a message lets you know that an existing snapshot already exists and a choice to override the previous snapshot.
The same snapshot functionality now exists in Pay Items, with the exact same option.
Allow syncs to replace snapshots
When the Enable manual snapshots and the Allow syncs to replace manual snapshots toggle is turned to On, the manual snapshot is replaced when the Push Live Forecast and/or Push Forecast revenue is synced. If this setting is disabled, syncs are replaced with manual snapshots.