How to create a snapshot?

The Snapshot feature allows finance teams to take a backup of a template for the selected budget entity. Using this feature, finance teams can easily take a backup and restore the version of the template if needed.

Do the following to create a Snapshot:

1. Click the Snapshot icon. You will see a dialog box on the screen.
2. In the Create New tab, provide a name for the backup version of the template and click Save.
   
   
   
   
3. Click the Saved tab to view the backup version. The latest backup version is saved at the top.
   
   
   
   
4. Click the Export to Excel icon if you want to download the backup version of the template.

When you want to restore a snapshot, you can do the following:

1. Click the Snapshot icon

   
   

   . You will see a dialog box on the screen.
2. Click the Saved tab to view the list of backup versions.
   
   

   
   
   
   

   
   

   
   

3. Click the Restore button associated with the snapshot you want to restore. A confirmation message will appear asking for your permission.
   
   
   
   
4. Click Yes to restore this version of the template. 

Notes:

• You can take a snapshot of the entire template, but the application can restore only L-type lines when you restore a template.
• You can only restore the latest backup for the Template. Although, you can download the older template versions with the Export to Excel icon.
• In the Template Input screen, you can see the modified date and time for the template in the history window.
• You cannot restore the backup version if the template is open in the input mode. You have to close all instances of a template before restoring its backup version.
  
  

  
  
  
  

• If you have made structural changes to the template in the Template Setup mode, such as adding a new line type or updating a calculation formula, the latest backup version of the template will become invalid.
  
  
  
  
• The audit logs record all the activities performed related to the Snapshot feature.