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Creating Gantt Chart Snapshots

TL;DR:

You can create unlimited Gantt chart snapshots (except as a collaborator, contributor, or viewer) from either the current state or a specific date in project history. In both Classic and New Gantt Chart views, open the work item, choose the snapshot type, name it, optionally enable a public link and assignee names, then click Create.

Table 53. Availability - Legacy plans


Availability: Legacy Professional, Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free.;

Table 54. Availability


Availability: Team, Business, Pinnacle, Apex. ; Unavailability: Free;

Overview

All users (except Collaborators, Contributors, and Viewers ) can create Gantt chart snapshots.

There are two possible options to create Gantt chart snapshots:

  • From current state – the snapshot will show the current state of the folder, project, or space.

  • From project history – the created snapshot will show the folder, project, or space state on the chosen date.

Note

The number of snapshots you create for each folder, project, or space is unlimited.

Classic Gantt Chart

How to create a current state snapshot

  1. Navigate to the selected folder, project, or space and switch to Gantt Chart 1.

  2. Click Public snapshots 2 on the toolbar.

  3. Select From current state 3 from the drop-down menu.

  4. Enter a name 4 for the snapshot.

  5. Check (or uncheck) the boxes for the following options 5 as needed:

    1. Share with public link

    2. Show assignees names

  6. You can also copy the permalink of the snapshot 6 by right-clicking on the highlighted text and selecting Copy.

  7. Click Create 7 .

CreatingSnapshot_Currentstate_1.png
CreateSnapshot_Currentstate_2.png

How to create a snapshot for a particular date

  1. Navigate to the selected folder, project, or space and switch to Gantt Chart 1.

  2. Click Public snapshots 2 on the toolbar.

  3. Select From project history 3 from the drop-down menu.

  4. Next:

    1. Select a date from the calendar 4 for the snapshot.

    2. Enter a name 5 for the snapshot.

    3. Check (or uncheck) the boxes for Share with public link and Show assignee names 6, as necessary.

  5. You can also copy the permalink of the snapshot 7 by right-clicking on the highlighted text and selecting Copy.

  6. Click Create 8.

A Gantt chart snapshot is created. If you check the Share with public link box, a shareable link is generated that you (or others) can use to view your snapshot.

CreatingSnapshot_ProjectHistory_1.png
CreatingSnapshot_ProjectHistory_2.png

Note

When you create a snapshot a note about it appears in the folder or project Activity Stream.

New Gantt Chart

How to create a current state snapshot in New Gantt Chart

  1. Navigate to the selected folder, project, or space and switch to Gantt Chart 1.

  2. Click the Try new Gantt Chart button 2 in the upper right-hand corner of your workspace.

    Try_New_Gantt_Chart.png
  3. Click the Public sharing icon 3 on the toolbar and select Share public snapshot… 4 from the drop-down.

  4. In the Create tab,

    1. Enter a name 5 for the snapshot.

    2. Click caret icon and select From current state 6.

    3. Check (or uncheck) the boxes for the following options 7 as needed:

      • Share with public link

      • Show assignee names

    4. You can also copy the permalink of the snapshot 8 by clicking the Copy public link icon.

    5. Click Create 9.

    From_current_state.png

A Gantt chart snapshot is created.

How to create a snapshot for a particular date in New Gantt Chart

  1. Navigate to the selected folder, project, or space and switch to Gantt Chart 1.

  2. Click the Try new Gantt Chart button 2 in the upper right-hand corner of your workspace.

    Try_New_Gantt_Chart.png
  3. Click the Public sharing icon 3 on the toolbar and select Share public snapshot… 4from the drop-down menu.

  4. In the Create tab,

    1. Enter a name 5 for the snapshot.

    2. Click caret icon and select From project history 6.

    3. Select the date from the Calendar 7.

    4. Check (or uncheck) the boxes for the following options 8 as needed:

      • Share with public link

      • Show assignee names

    5. You can also copy the permalink of the snapshot 9 by clicking the Copy public link icon.

    6. Click Create 10.

    From_projecty_history.png

A Gantt chart snapshot is created.

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