Projects Snapshot Tab

Use this tab to view uploaded project snapshots, and to assign benchmark attributes to snapshots. There is one snapshot per period.

Each row in the grid represents an uploaded or missing schedule snapshot for the selected project. A missing snapshot is a project submittal that was not uploaded in the Submittals view by the Window Close Date.

For a description of the fields and menus above the tabs, see Projects Common Fields.

Project Snapshots

By default, the Snapshots grid is sorted by Window Close Date with the most recent on top.

The grid header includes the following icons:

• : Click Refresh to refresh the data in the grid.
• : Click Show Chart to generate a report that displays the snapshot progress. See Snapshots Chart for more information.
• : Click Maximize / Minimize to hide the Navigation pane so that more of the grid is visible. When you click the icon again, the grid returns to the original size and the Navigation pane displays again.
• : Click Filter in the grid header to filter the grid results. The grid updates to display the records that fit the criteria that you enter. A filter icon displays to the left of the column name to indicate that you are filtering by a value in that column. To hide the filter fields, click Filter again. To remove the filter criteria, delete the text from the filter field. The filter remains in effect as long as you are in that view. However, if you leave the view and then return, the filter is no longer in effect.
• : Click Export to download all data in the grid to a .csv file.
• : Click Grid Settings to add or remove columns from the view or to rearrange the order of the columns. Click on a column to sort by that column or to change from ascending to descending and vice versa.

Field	Description
<Benchmark Attributes>	Benchmark attributes are used in benchmark reporting and are qualitative measures of success for the project. Click Grid Settings to add one or more benchmark attribute columns to the grid. The list includes all of the benchmark attributes that have been added to the Programs Overview tab Benchmark Attributes grid for the associated Program. If you have write access to the project, you can click in a benchmark attribute column to select an attribute value.
Current Activity Count	This is the total number of activities in the project, based on data from the latest snapshot and is calculated by counting activities of all tasks that are not summaries. This field is blank until at least one snapshot is uploaded.
Baseline Finish	This is the project planned finish date or the latest activity baseline finish date if the project does not have a baseline finish date.
Baseline Start	This is the project planned start date or the earliest activity baseline start date if the project does not have a baseline start date.
Finish	This is the project actual finish date or the latest activity finish date if the project does not have a finish date.
Last Updated	This is the date that the project was last changed. This takes into account any snapshot uploads and changes to benchmark attributes. When a new project is created, this column is blank until a snapshot is uploaded or a change is made to the benchmark attributes.
Project % Complete	This is the amount, in percent, that the project is complete. For a missing snapshot, this column is blank.
Schedule	For an uploaded snapshot, this is the name of the file that was uploaded by the submitter. Click the file name to save the file to your local drive. If the row you are looking at is for a missing schedule, this column is blank. For a missing snapshot, this column is blank.
Score	This is the score that Touchstone gave the uploaded schedule based on the acceptance criteria metrics. You can see the name of the acceptance criteria template that was used for the scoring on the Projects Configuration tab. If the status is Accepted or Rejected, the score displays as a hyperlink with a pass/fail symbol next to it. Click the score to download the report. If the status is Missing, the score is blank.
Start	This is the project actual start date or the earliest activity start date if the project does not have a start date.
Status	This is the condition of the schedule: Accepted: Touchstone checked the uploaded schedule against the acceptance criteria and it scored the same or greater than the Minimum Acceptance Score. A message displays letting you know that the schedule has been accepted. You can click the link in the Score column to view a Microsoft Excel report where you can see how the schedule scored for each metric. Rejected: Touchstone checked the uploaded schedule against the acceptance criteria and it scored less than the Minimum Acceptance Score. A message displays letting you know that the schedule failed. You can click the link in the Score column to view a Microsoft Excel report where you can see how the schedule scored for each metric. If the Window Close Date has not yet passed, the issues can be corrected and the schedule can be uploaded again. Missing: No schedule has been uploaded and the Window Close Date has passed. In this case, you will need to either upload the schedule for the missing period, or contact the Scheduler to discuss what to do. You can see the name of the acceptance criteria template that was used for the scoring on the Projects Configuration tab.
Submitter	For an uploaded snapshot, this is the name of the person who uploaded the schedule snapshot and is from the user information in EPM Security Administrator (EPM SA). For a missing snapshot, this is the name of the user who was logged in when Touchstone added the missing snapshot to the grid after the user selected the Add Missing Snapshots option in the Other Actions menu.
Submitter Email	This is the email address for the person who uploaded the schedule snapshot and is from the user information in EPM Security Administrator (EPM SA). The emails that are sent from Touchstone use the settings on the Configuration tab in Settings > General To send an email to the submitter, click on the link in this column to display a new email message window. The Subject line is automatically populated with the project name, project status, window close date, and number of days until the close date (if applicable). When you click Send, the upload report is automatically attached to the email. If more or one submitters do not have an email address, Touchstone displays the Missing Email Addresses message box (for multiple submitters) or the Email Address Missing message box (for a single submitter) in these scenarios. Snapshot record with Missing status Since there has not been a submittal for a missing entry, when you click the Email Submitter's hyperlink, Touchstone checks if at least one of the submitters in the Submitters Grid, the user currently logged in, or the project owner do not have an email address. Snapshot record with Accepted, Rejected, or Failed status When you click the Submitter Email column, Touchstone checks if the submitter, the user currently logged in, or the project owner do not have an email address.
Submitter Phone	This is the phone number for the person who uploaded the schedule snapshot and is from the user information in EPM Security Administrator (EPM SA).
Time Now	This is the Time Now date from the latest snapshot. Time Now is called Data Date in P6 and Status Date in Microsoft Project.
Uploaded	Prior to the Window Close Date, the submitter may upload their schedule as many times as they wish. Each time they upload, the previous upload is overwritten. This is the date that the snapshot was last uploaded. For a missing snapshot, this column displays the date that you clicked Other Actions > Add Missing Snapshot and the missing snapshot was added to the grid.
Window Close Date	This is the date by which you must have your schedule uploaded. That is, you have until 11:59pm the day before this date to upload your schedule. Use the Projects Configuration tab to specify how often you want schedules for each project to be uploaded and the length of each reporting period. The Window Close Date is calculated by adding the number of days listed in the Upload Window field (Projects Configuration tab) to the Reporting Period (Projects Configuration tab).