Publishing a Snapshot

Article & Video: Using Snapshot to share project updates online

Snapshots give you a method of sharing your project with those outside your resource list.

Our Professional and Enterprise Editions include a feature for publishing a project. This option lets you Publish a project Snapshot with a unique URL link. The Snapshot makes it easy to communicate project status by simply sending the link in an email or posting it to an external webpage, blog or corporate sites with iframe capabilities, such as Google sites. Professional Edition users can have up to 5 Snapshots per project. Enterprise Edition users can create and publish unlimited Snapshots. Viewers with access to the Snapshot cannot edit the project information, but they can interact with it, e.g. zoom in/out and open/close task levels on the Gantt chart.

Snapshot functionality has been enhanced to allow you to choose which column data you would like exported to each Snapshot. You will have the ability to choose the standard Snapshot with pre-set columns, or select the columns specific to your needs.

From the Publish tab, click the new Snapshot icon in the toolbar. A dialogue box will appear. The default option is "Standard". Click the drop-down menu and select "Custom". You can then check/uncheck the boxes for the columns you wish to be published to the Snapshot.

**Tip**

For the first Snapshot you create each day, you will receive a message asking you to wait while the Snapshot is created. For subsequent Snapshots in project in a single day, be sure to wait for the "Created" field to populate BEFORE you open the Snapshot. This field will populate once the Snapshot has been fully generated. If you open the link before this field populates, you will see a blank Snapshot. Simply delete the Snapshot and recreate, waiting for the Created field to populate.