Create a Snapshot of a Budget Plan from the Scorecard Page

Snapshots are used to determine how projects are progressing over time and can be viewed when monitoring projects included in approved 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 snapshots in the portfolio-level settings.

To create a snapshot of an approved 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郞 Portfolio Analysis, and then select Scorecard.
4. Select a portfolio from the portfolio list.
5. In the detail panel, select the Measures tab.
6. Select the Actions  menu and select Save Snapshot.

   Note: The Actions  menu is only available when there is an approved budget scenario.

7. In the Save Snapshot dialog box, enter a name for the snapshot, and select Save.