Considerações
Some key considerations when using the Budget & Forecast Snapshots feature include:
Things to Consider
Project Status Snapshots are visible to all Budget tool users with 'Read Only' level permissions or higher.
Budget snapshots can be edited to change their type between 'Ad Hoc' and 'Project Status' to control how data is aggregated at the company level.
When an 'Ad Hoc' snapshot is changed to a 'Project Status' type, its status is automatically updated to 'Approved.'
The Company level Project Status Snapshots tool allows viewing Project Status Snapshots across all projects (see View Snapshots in the Project Status Snapshots Tool for details and permissions). This company-level tool does not have an 'Admin' permission level; its permissions are limited to None, Read Only, and Standard.
The comparison tool is designed to aggregate and compare numerical values that can be summed, such as dollar amounts. Consequently, certain types of columns are excluded from the comparison view:
Percentage-Based Columns: These are not included because adding percentages together can lead to inaccurate totals. A true total percentage must be recalculated from the sum of the source data, a function not yet supported.
Text-Based Columns: Columns containing non-numeric data, such as 'Budget Notes' or 'Description', cannot be mathematically aggregated and are therefore excluded.
Quantity-Based Columns: Columns like 'Production Quantity' are omitted to prevent calculation errors. The system cannot aggregate quantities that may have different units of measure (e.g., adding linear feet to cubic yards).