Approval Role Setup - Enable Template Snapshot
  • 1 Minute to read
  • Dark
    Light
  • PDF

Approval Role Setup - Enable Template Snapshot

  • Dark
    Light
  • PDF

Article summary

This feature allows the finance team to take a backup of a template for the selected budget entity and restore the version of the template if needed. Enabling this option allows you to access the Snapshot feature in the Planning control panel’s template and it is available only for GSTC templates. By default, the snapshot feature is enabled for all users. If you wish to disable this feature, you can deselect the Enable Template Snapshot checkbox in your user profile's Approval Role Setup screen.

Learn more about the Views Snapshot feature here.


Was this article helpful?