Portfolio snapshots are saved records of project data at a specific point in time, creating a history of metric and resource changes across projects.
A portfolio snapshot includes the following information:
- Project metadata, such as dates, descriptions, and names.
- Resource data.
- Matrix data
- Select metric data.
Metrics and matrices are the only type of snapshot data that is selected for inclusion or exclusion from snapshots. All other content is included in each snapshot.
When you have a sufficient history of project metric values, reports can be created to show how metric values and resources have changed over time.
Snapshot Database
Snapshots are saved in a separate database, usually named Accolade_Snapshots. Snapshots create multiple records of each selected metric; therefore the snapshots database may need to be larger than what would be needed to store only the current metric values, and the rate at which the database is filled will increase as well. Saving the snapshots in a separate database helps to minimize the effect of saving and accessing this data on Accolade. It is important to ensure that the snapshots database has enough storage capacity to handle the needed data and to ensure that the number of saved snapshots, and the number of metrics included in each snapshot, does not overwhelm the available space.
See the following to get started:
- Selecting Metrics and Matrices to Include in Portfolio Snapshots (Process Designers)
- Taking Individual Portfolio Snapshots (Administrators and Process Managers)
- Creating Scheduled Snapshots (Administrators)