![]() ![]() You may need to refresh the page to see all the data. In the Related Item panels, you can access more Project Snapshots and their data.Click Latest Version to open and review the saved details.Typically this will take 5-10 seconds, though can depend on the amount of field data being saved and number of sub projects and milestones. Once a Version is created, a short process will snapshot all the Project & Milestone fields to be "Included in Snapshots", all Financial Resources and timephase: Financial Data, Project Assignment, Work and Actual Effort.You can automate creation of Versions with Custom Actions, Workflow Rules or Scheduled Workflow Rules.Give the Version a name, for example: "Sold", or "Jan 2020" and optionally, a description.In the Work Plan, select a Project line and open the Versions tab.Its property card fields and relations can also be configured via Profiles, as with other standard objects. Will drill down in to the last saved Version Snapshot. This option will create a new Version and its associated Snapshot objects and fields. Versions is a new Work Plan Ribbon tab with 2 options, both of which can be managed via Profiles. Add Custom Fields to Snapshotting mechanism.Set up Property Cards & Page Layouts for relevant Profiles.Set up Ribbons & Layouts for relevant Profiles.Note: Multi-Select Picklist fields are not currently supported in for saving in Version Snapshots You can add your custom fields to snapshots by selecting the option in the Configure screen. Note: Add Mode / Edit Mode is only really applicable for the Version object, as the Project Snapshot objects are created automatically by the Save Version action and their fields are not editable.Īdding Custom Fields to Project Version Snapshots Setting up Property Cards and Page Layouts uses the same process as other AdaptiveWork objects, via the Profile screens. As they do not support Dynamic Property Cards and may not contain all text and text area fields used in the delivery of a project, it's worthwhile setting up only a basic Property Card as the main use will be via Reports and any custom visualizations you create. Version Snapshots are intended to capture changes to duration, currency, date, numeric and other "measurable" and KPI fields over time. Setting Up Property Cards and Page Layouts Now the buttons will appear in the Project modules, and Project Related Items lists will include both Version and Project Snapshots panels.Īn Admin should remove these page elements for Profiles that don’t need them.To add the buttons to a Profile, open the Profile settings and add the buttons from the VERSIONS section.For example, If you intend to automatically generate Versions, on completion of a Milestone, or on the 1st of each month, then you may decide that you will not expose the Save Version button for users. You may choose to not add the buttons to all Profiles. The buttons cannot be added to the Master Profile and therefore should be added to each Profile that requires access to Versions.Versions buttons in the Project and Project Details modules Once Financial Planning is enabled, an Admin can add the Versions buttons to the Project and Project Details modules.Enable the Financial Planning system setting. ![]() To enable Versions Snapshots, you must first: Getting Started - Prerequisites for Adding Versions to the Interface Getting Started - Prerequisites for Adding Versions to the Interface.storing more detailed project and resource data when saving a baselineĬurrently, the data from Project Version Snapshots can be incorporated into reports, dashboards, custom panels & custom fields, data warehouse export and other API integrations.įuture development plans include out-of-the-box reports and comparison tooling for insights into evolution of your Projects and their data over time.storing an estimate at each milestone/ gate.saving a high level estimate of a project, before creating a detailed estimate.Project Version Snapshots can be used in many scenarios, such as: Once you have saved a Version, you use the data in its Snapshot objects. Project Version Snapshots provide a standard and extensible way for Project Managers to snapshot high-level historic versions of a Project to track, evaluate, and compare project data at different stages of planning and execution.Ī Project Version is a container for Snapshots of Project data, Milestone data, and Resource data, including monthly timephase data. ![]()
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