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Creating Gantt Chart Snapshots

Table 49. Availability - Legacy plans


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

Table 50. Availability


Availability: Team, Business, Enterprise, Pinnacle. ; 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 the 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.

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

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 checked 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.

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