Snapshots that Are Taken Automatically

Snapshots of financial summaries are taken automatically as follows:

  • When a proposal is approved and becomes a project, by default a snapshot of the financial summary is automatically taken by a workflow step (and specified as the Plan of Record snapshot). The Approved Proposal Snapshot field is added to the proposal; the value is a link to this snapshot.

  • When a project is completed and becomes an asset, by default a snapshot of the financial summary is automatically taken by a workflow step.