Snapshot introduced in Planning Control Panel

Structured Planning: Introduced Snapshot feature

We have introduced a Snapshot feature that 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.

Let's understand this with an example:

John from the finance team takes a Snapshot of the "Operating Expense" template and shares this template with a budget manager named Michel and wants him to update "T&E Accounts". Michel updates "T&E Accounts" but accidentally deletes some existing data. John gets a notification about the status of the template and verifies it. John observes some data discrepancies.

Now, with the Snapshot feature, John can use the backup of the template he created before sharing it with Michel and easily restore the backup version as the main version of the template and completely avoid using the template that came back from Michel.

In practice: Creating a Snapshot

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

In practice: Restore a Snapshot

1. Navigate to the Planning Control Panel. Select a Scenario > Budget Entity and a template with at least one snapshot.
2. Click the Snapshot icon

   
   

   . You will see a dialog box on the screen.
3. Click the Saved tab to view the list of backup versions.
   
4. Click the Restore button associated with the snapshot you want to restore. A confirmation message will appear asking for your permission.
5. 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.