Create a Snapshot of a Budget Plan from the Spending Page

Snapshots are used to determine how projects are progressing over time and can be viewed when monitoring projects included in portfolio budget plans on the Scorecard page or Spending page. Snapshots are automatically created when budget plans are approved. Additional snapshots can be taken of approved plans at any point in time to capture history for the plan. Review snapshot in the portfolio-level settings.

To create a snapshot of a budget plan:

1. In the object selector, select Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the Main Menu, select Portfolio Analysis, and then select Spending.
4. On the Spending page, select Save Snapshot.
5. In the Save Snapshot dialog box, enter a name for the snapshot, and select Save.