Project snapshot extraction
Use this function to obtain real-time top-level overviews, snapshots, of data associated with a project. You can extract data for one or multiple projects for one company, or for all companies.
A project snapshot is based on the actual status of a project at the point the extraction is run. It provides similar data to that provided for a project overview.
This function provides a comprehensive solution for project managers to plan, execute and keep track of simple or complex projects. Integrated tools are provided to control and manage a project, saving you time and ensuring efficient use of resources.
To extract data for a single project you can access this functionality directly from that project.
You can only use this function if snapshot headers exist for the required projects. Refer to the Project snapshots function documentation which describes the "snapshot header" creation process in detail.
Prerequisites
Refer to documentation Implementation
Screen management
The Project snapshot extraction function contains a single screen in which you define your snapshot extraction selection criteria.
Project snapshots function to view the extracted data.
Entry screen
Presentation
You use this screen to filter or select the projects to be included in the project extraction run.
A "snapshot header" sets the parameters for a project extraction. A snapshot header is a prerequisite to running a snapshot extraction. It comprises the project code and the snapshot code to be used each time the data extraction is requested.
You can use this function to extract project data as, and when required once a snapshot header has been created.
Extracted snapshot data is added to the list of snapshots in the Project snapshots function.
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Fields
The following fields are present on this tab :
Block number 2
Criteria
| Select this checkbox to include all companies. To run this process for a single company, do not select this checkbox. |
| Enter or select a company code. You can only access this field if the All companies check box is clear. |
| Select this check box to include all snapshot codes. To run this process for a single, or a range of snapshot codes, leave clear. |
| Extract data for a range of snapshot codes. To extract data for a single snapshot code, enter the same code in the From snapshot and To snapshot fields. You can leave the From snapshot field blank to extract data for all snapshot codes. |
| Select this check box to include all projects. To run this process for a single, or a range of projects, leave clear. |
| Filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. |
| Select this check box to only include projects that have been launched. To run this process for all projects at all stages of the project cycle, leave clear. |
| Select this check box to exclude closed projects. To include closed projects, leave clear. |
| Click this check box to generate a detailed Log file of this run. If you do not require a Log file, leave blank. |
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