Modifier le statut d’un instantané dans l’outil Instantanés de statut du projet (2)

Les utilisateurs ayant accès à l’outil Instantanés de statut de projet peuvent modifier le statut de n’importe quel instantané de statut de projet. Les changements de statut sont également reflétés dans l’outil Budget pour l’instantané correspondant. Ceci est utile aux équipes qui utilisent des instantanés pour leur processus officiel de révision du budget.

• Autorisations utilisateur requises

• Créer un instantané à partir de l’onglet Budget

1. Navigate to the Company level Project Status Snapshots tool.

2. Select a standard or custom budget view from the View drop-down list.

3. Click the Period drop-down list and select the primary period you want to review.
   

   Note

   • You can choose from options such as Current, Last Period, None, or specific financial periods.

   • By default, the Current period is selected.

4. Click the Comparison Period drop-down list and select the period you want to compare against the primary period(s).
   

   Note

   • You can choose from options such as Current, Previous, or specific financial periods.

   • If you select the Previous option from the Comparison Period drop-down list, the prior period is automatically selected based on the period currently chosen in the Period drop-down list.

   • By default, the Previous period is selected.

5. To view the variance for a specific budget column, hover over the column header and click the Analyze Variance icon.
   The column will expand to show sub-columns with values for the primary period, the comparison period, and the total Variance between them.