Creating a Snapshot of a Cost Estimate

Snapshots enable you to save a read-only copy of a cost estimate at any point in time to allow for later review and identification of scope change. Each cost estimate can have multiple snapshots taken at different stages of the estimation process. The system can automatically create snapshots as a result of system events and agency option settings, and you can manually create a snapshot at any time.

A snapshot includes all of the information contained in a cost estimate, including all of its associated child records. If any of the following are associated with the cost estimate, the system saves copies of the records as part of the snapshot: variables, ad hoc pricing, non-construction costs, markups, annualization, categories, items, item task groups, item bid price tasks, item reference price tasks, typical sections and typical section child records, contingency assignment profiles, and file or URL attachments.

The Add Snapshot component enables you to manually create a snapshot of a cost estimate. You can access the component by navigating to the Cost Estimate Summary and selecting Create Snapshot from the Actions menu on the component header. The system takes you to the Add Snapshot component.

You can view or change information in these fields:

To save the new snapshot, you must enter a value in the Description field. You can optionally select a value in the Snapshot Reason field.

You can add remarks in the Remarks box. To add a remark, first select the type of remark from the Type field, and then enter a comment in the Remarks text box. You can delete a remark by clicking the Delete button to the right of the remark. After the snapshot is saved, remarks cannot be deleted.

When you are finished, click Save. The system assigns the next available sequence number as the identifier for this snapshot and displays the new snapshot on the Cost Estimate Snapshot Summary. For more information, see Maintaining a Cost Estimate Snapshot.