Snapshot features | InLoox PM 8

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The snapshot is a backup of the planning captured at the precise time. You can proceed with the planning after you've created this copy. During the planning process you have always the possibility to return to the original state of it using the stored snapshot. The creation of a snapshot is reasonable if you make a lot of changes to the planning. So if something goes wrong with the planning, you can restore it with a snapshot which was working previously.

This is how you can create a snapshot:

  1. Open an existing project or create a new one.

    For more information on how to create a project see Create a project.

  2. In the project, on the Start tab, in the Section group, click Planning.

    For more information on how to create a planning see Create planning elements.

  3. On the Start tab, in the Actions group, click Snapshot to display the feature below.
  4. Enter the name in the New snapshot field and click the Camera icon in the right bottom. The snapshot will be created and the backup of the existing planning is stored.
  5. Now you can see the stored picture on the snapshot-axis. Click the name of it to open:

  6. Manage the snapshot using the commands on the menu bar:
    1. The Overlay command shows the original state of the planning elements directly on the Gantt chart. Due to this feature you can compare the old and new positions. The displayed planning elements are semitransparent. Click Current state on the snapshot-axis to hide the old elements.
    2. Click Revert to reconstruct the original planning.

      In this case all changes made to the planning will be deleted.

    3. Delete an unused snapshot by clicking Delete.
  7. Click the Full screen icon to open the picture in the separate window.
  8. Click Close icon to close the picture.