Snapshot Project Data - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)


This procedure allows you to take a snapshot of project costs and attributes. The snapshot data includes the current budget, forecast, and commitment costs as well as the Project Manager, Project Start Date, Project End Date, and Project Status. The snapshot is stored with the user-selected time period label. After taking the snapshot, a log entry appears in the Log tab.

  • You can take a snapshot of only active projects.

  • Only one snapshot is retained per selected time period label. If a snapshot is taken multiple times using the same time period label, only the last snapshot is retained.

  1. Navigate to Projects > Project Setup.

  2. Click the Actions list and select Snapshot Project Data.

  3. Click the Project ellipsis to select the required project for snapshot.

  4. Click the Snapshot ellipsis to select the required time period label.

  5. (Optional) Type a Comment.

  6. Click RUN and then OK.

  • You can customize the view of the Project Register panel from the view settings.

  • To view the log entry, click the Log tab.