Snapshot Administration
The Snapshot Administration page lists all of the snapshots that have been saved across all projects in Planview Advisor. On this page, you can sort, search, and filter snapshots. You can then select a snapshot or snapshots to refresh the outputs, inputs, or both. You can also delete snapshots from this page.
Selecting columns for the Snapshot table
You can select columns by clicking the three vertical dots in the upper-right above the table. This opens a dialog box that displays the fields that are available to be added to the table as columns.
Once you have selected your columns, you can rearrange the columns at any time by dragging the column headers to a new spot in the header row.
To add a column to the table, use one of the following methods:
- Click on a field in the dialog box and drag it to the header row of the Snapshot table.
- Click on a field in the dialog box and then click on either of the arrow icons. The left arrow adds the field to the start of the table. The right arrow adds the field to the end of the table.
- You can select multiple fields with Ctrl+click and then click one of the arrows to add all selected fields to the table.
- Right-click on a field in the dialog and select either Add to start of table or Add to end of table.
To remove a column from the table, use one the following methods:
- With the dialog box open, drag a column header from the table to the dialog box.
- Right-click a column header and click Remove Column.
To restore the default columns:
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Open the Choose Columns dialog box.
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Click the Reset icon in the upper-right corner.
Sorting and filtering the Snapshot table
You can sort and filter the Snapshot table in a number of different ways.
Filtering by type and population status
You can filter the table by using the Type and Populated options at the top of the page. Clicking on an option activates it. Clicking on it again deactivates it.
Type options:
- LPD
- Dated
- Static
- Dynamic
- Label
Populated options:
- True
- False
- Failed
Type and Populated also have a Checkmark option. This selects all options in that section.
Filtering and sorting with the column headers
The Snapshot table can be sorted and filtered by using the controls in each column header. Each header has three controls.
| Header Control | Description |
|---|---|
| Set/clear Subtotals |
Appears as a plus icon. Clicking the plus icon adds a subtotal to the bottom of column. Clicking it again hides the table to show only the subtotal. Clicking it a third time hides the subtotal and shows the normal table. |
| Filter |
Appears as a funnel icon. Clicking the funnel opens a list that you can use to filter the table. You select your criteria and whether you are including or excluding it from the table. You can apply a filter to each column. Only rows that match all of the filters will appear in the table. |
| Sort by name | You can click on column name to sort all rows alphabetically according the contents of the column. Clicking it again sorts in reverse alphabetical order. |
Managing Snapshots
You can select a snapshot or snapshots to refresh the outputs, inputs, or both. You can also delete snapshots from this page.
To refresh snapshots:
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Select the snapshots by clicking their checkboxes at the end of the Snapshot table.
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At the top of the page, select either Outputs or Outputs+Inputs. This determines what will be refreshed.
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Select a priority: Low, Medium, or High.
- Click Refresh Selected.
To delete snapshots:
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Select the snapshots by clicking their checkboxes at the end of the Snapshot table.
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At the top of the page, click Delete Selected.