Windows tutorials › Budget
BudgetSave a named budget snapshot
Keep a frozen copy of the budget, for example before a big change.
Before you start
- The project has a budget with lines.
Steps
Click Save snapshot at the top right.
A snapshot is a frozen copy of the budget as it stands now. The live budget keeps going and can change.
In the Save budget snapshot dialog, type a name in Snapshot name *.
The name is required. A hint says A frozen copy you can look back at later. The example is Pre-production estimate. Save snapshot stays greyed out until you type a name. Cancel closes without saving.
Click Save snapshot.
A card called SAVED SNAPSHOTS appears under the table. It lists Pre-production estimate with its date and time, Planned ₹12,59,000 · Actual ₹4,92,000, a View button and a bin button. A message at the bottom says Saved budget snapshot with the name, with Undo.
What you get
The snapshot is listed under SAVED SNAPSHOTS.
Watch out for
- A snapshot never updates. Save another with a new name to capture later changes.