S5.02 Snapshot management

Use this page for snapshot management in the profit and loss (P&L) spoke.

In the Define planning snapshots grid, input names for an unused snapshot, and input dates when the snapshots were taken.

To define the planning snapshots:

1. Highlight a version in the first column.
2. Select a checkbox in the AOP for Trend Forecasting column to choose the version to snapshot for annual operating plan (AOP) trend-based forecasting.
   If you want to select a different checkbox version, clear the checkbox and select a new checkbox.
3. Select a source snapshot from the Pull values from AOP column that pulls from the the AOP for Trend Forecasting version you selected.
4. Select a source snapshot from the Pull values from current forecast column that pulls from ‌the Current Forecast for Trend Forecasting that's selected.
5. Select either the Planning Snapshot - Current Forecast button or Planning Snapshot - AOP button.

To define the profit and loss (P&L) snapshots:

1. In the Define P&L Snapshots grid, input a name for an unused snapshot and a date when the snapshot was taken.
2. Select a version to snapshot from the dropdown to the left of the grid.
3. Select P&L Snapshot.

To compare snapshots:

1. Select any two versions to compare from the dropdowns.
2. To view the headcount data for a specific combination in the grids, use the dropdowns at the top-right to set the:
   • Entity
   • Department
   • Currency
   • Account
   • User email address

Also see Page options.