Snapshot Restore Guidelines
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Snapshot Restore Guidelines
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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:
- Latest Snapshot of the template or the restorable version of the template can be restored and has the delete option disabled.
- When you click on restore, the Planful system automatically generates a backup version of the snapshot which can be restored.
- 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.
- Once a snapshot is restored, it can not be reverted and it is can be downloaded in excel format.
- 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.
- Only data from the template is restored from the snapshot while the format changes from the template are retained.
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