Scheduling Template Snapshot Creation Using Cloud Scheduler

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This help article provides a step-by-step guide to schedule recurring template snapshots using Cloud Scheduler. This automates backups, preserves version history, and supports template recovery. Includes steps for task setup, scheduling, and monitoring via Job Manager.

The Template Snapshot feature in Cloud Scheduler simplifies your template management. You can easily create backups of a GTSC template for a selected scenario and budget entity. This feature automates the snapshot creation process, eliminating the cumbersome task of manually creating snapshots and saving your time and effort.

This feature allows you to create a recurring schedule for a GTSC template snapshot creation. Once scheduled, the Cloud Scheduler will automatically create snapshots. This ensures the template is consistently backed up at the roll-up level without continuous user intervention. It also maintains the history of template versions, providing easy comparison, analysis, and recovery.

Notes:

This feature is currently available only for GTSC templates.
When scheduling a snapshot, you can select one scenario and template at a time. You can only choose up to 2000 budget entities.
A maximum of 20 snapshots is allowed per template. When this limit is reached, the oldest snapshot is deleted automatically when a new one is created.
It is recommended to automate the snapshot creation process for a template on a weekly basis or with a lesser frequency, specifying an end date.
The Detail Log records all the activities performed related to the Snapshot feature. Navigate to Job Manager in Cloud Scheduler, select the task, and click Detail Log.

To schedule a template snapshot in the cloud scheduler:

Cloud Scheduler can be accessed either from Maintenance > Admin> Cloud Scheduler.

Or Access the Cloud Scheduler directly from the Planning Control Panel when creating a snapshot at the leaf level.

Note:

Access to Cloud Scheduler is restricted to users with the appropriate permissions. If you do not have access, please contact your administrator for assistance in getting access to Cloud Scheduler.

Click Add from the Process Flow page.

Three tabs are displayed on the Add Process Flow page: General Information, Tasks, and Scheduler.
Fill in all the details in the General Information.
Now, go to Tasks > Add Task, and on the New Task popup, select Template Snapshot from the Task Type.
Enter the Task Name, Scenario, Entity, Template, and Dependencies (this is an optional field) and click Save.
Use the Scheduler tab to run the process flow at a scheduled date, time, or a selected frequency.
Click Save or Save & Schedule to save the task.
Or click Run if you want to run the scheduler immediately.
Go to the Job Manager to view the completed process and the status of each run.

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