Learning Objectives
At the end of this unit, you learn the following. Use the links to read more.
Business users can take a snapshot(copy) of a schedule at any time during the progression of the Schedule and maintain the Snapshot as a backup for further analysis.
From being used as a performance measure to track progress throughout the project lifecycle, these snapshots can also be used as a benchmark to compare future progress.
During project execution, it becomes imperative that Project Managers track and report the performance for short and long-term goals. The system allows users to create one or more snapshots and use these for various comparative purposes.
Maintaining a new snapshot for the current schedule ensures the system is not overloaded and running quickly and smoothly.
Baseline is an approved copy of the Schedule created with the consent of all stakeholders, also maintained under version control.
When you create a new Snapshot of the Schedule, understand that you're typically making a copy (snapshot) of your schedule.
Exto allows you to take a Snapshot at any point in time and use it as a benchmark to compare with the progress of the project.
To Create a snapshot, identify the current Schedule, click File and select Save Snapshot.
After creating the snapshot, you have the choice to assign the snapshot as a baseline to the schedule.
To assign the snapshot to the current schedule, just click on Actions and select Baseline Management.
Business users can compare the schedule with the baseline for the following data points. To compare, you must customize the view and add the relevant Variance columns to the layout:
Start Date Variance
Finish Date Variance
At Completion Duration Variance