Baseline/Snapshot

Snapshots take all information from your current project file and saves it to the Snapshot Management menu. After a snapshot is saved, you can set another snapshot, overwrite a snapshot, delete a snapshot, save as a new schedule, or promote to a schedule.

There are only two snapshot slots available per project. The information on the snapshot cannot be edited after it has been created. Only the name of the snapshot can be changed.

The active baseline and any available snapshots are in a grid format, in addition to a color-coded metric table. This lets you see a comparison between the current schedule, active baseline, and available snapshots.

You can also assign other schedules that are part of the same project workspace as the current schedule to your active baseline and snapshots using the assign schedule function.

Select Revert to default to return to the previously assigned defaulted schedule.

Active baseline

The images below show what the Gantt chart illustrates when the active baseline is turned off and then on.

Create a snapshot

The following step-by-step walks you through how to create a snapshot.

You can only create snapshots from the Plan view.

Step by Step — Create a snapshot

Overwrite a snapshot

You can overwrite a previous snapshot if the information saved in the first snapshot does not have the most up-to-date information.

If another user saved the snapshot you want to overwrite, confirm with that user that the information in the snapshot to be overwritten is no longer needed.

The following step-by-step walks you through how to overwrite an existing snapshot.

Step by Step — Overwrite a snapshot