Snapshot Restore Guidelines

The snapshot feature allows finance teams to take a backup of a GTSC 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. You need to have access to the GTSC template in Input mode to be able to restore a snapshot. Following are the cases when a snapshot can be restored:

1. Latest Snapshot of the template or the restorable version of the template can be restored and has the delete option disabled.
2. When you click on restore, the Planful system automatically generates a backup version of the snapshot which can be restored. 
3. Only L-type lines are restored from the snapshot, while RA lines (Single & Multiple), RC lines, C-type Lines, and History account lines are not restored since these lines consist of data from a different template.
4. Once a snapshot is restored, it can not be reverted and it can be downloaded in Excel format.
5. In case a template is open in the setup or input mode, the scenario will be locked and you will not be able to restore a snapshot of the same template.
6. Only data from the template is restored from the snapshot while the format changes from the template are retained.