Create and View Snapshots

Snapshots capture a point-in-time record of your capital plan, enabling historical progress comparisons and baseline tracking over time.

• Required User Permissions:

  •  'Read Only', 'Standard', or 'Admin' level access to Capital Planning.

Create a Snapshot

1. Navigate to the Capital Planning tool.

2. Click Snapshots.

3. Click Create Snapshot.

4. Enter a descriptive snapshot name in the Snapshot Name field.

5. Optional: Enter a description in the Description field.

6. Click Create Snapshot.

View Snapshots

1. Navigate to the Capital Planning tool.

2. Click the Snapshots menu.

3. Select a previously saved snapshot from the list to view its historical baseline data.