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Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  

I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.

Any suggestions or tips on what others are doing would be appreciated.

​@cwilliver We don’t currently have a built-in way to snapshot full project status and keep it in Planview portfolios. You can use Logbook for capturing updates and explore if it meets your need, though it's still evolving. Else our Global Reporting Services (GRS) team might be able to offer a complete solution through a paid utility called the Snapshotter, Please open a case if you’d like more details!

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