The scheduled snapshot configuration screen allows snapshots to be defined in the same way as the existing manual configuration, but with the addition of selecting the desired scheduling options.
When adding a Scheduled Job, choose between Project Snapshot (Weekly) or Project Snapshot (Monthly)
Project Snapshot – Weekly
Project Snapshot - Monthly
In either case, enter
Project – select based on the pre-defined Project Level.
Name – type a descriptive name to identify the snapshot.
Type – choose from Interim or Baseline - used for filtering and reporting purposes.
Occurs
For weekly snapshots, select a single day of the week.
For monthly snapshots, enter a numerical day (e.g 10) or use the dropdown selectors to configure an expression based on a repeating pattern e.g, The Last Friday.
At: select a time based on the system’s scheduler time (based on where the system is hosted – UK, US or Asia).
Click Add to confirm and update the scheduler with the job. The Last Run Time and Outcome will update once the job has been run.
Please note that the ‘Run Now’ functionality for Project Snapshots scheduled jobs is not available. If an immediate snapshot is required, this should be run manually using the existing process via the Project Snapshots Search Screen.
It is not possible to edit a scheduled job once configured, therefore if you wish to make a change to a scheduled snapshot, please delete and re-add as appropriate.
Multiple snapshots for the same Project can be configured (providing the snapshots do not have the same name) however we advise against scheduling more than one snapshot per Project per week given the potentially large volumes of data which may impact reporting performance.
Successfully run Snapshots will be available to view on the Project Snapshots search screen – note the existing Login Profile > Strategic Planning permission Ability to take Project Snapshots is required to access this screen.