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Snapshots and Reporting

Projects

A Snapshot (Report) is a point-in-time capture of a project. Since requirements in an active project can change constantly, snapshots serve to fix a binding state for documentation, coordination, or milestones.

Create snapshots


How a Snapshot Works

When you create a snapshot, ETRM generates a document (report) containing the exact state of all requirements:

  • Active Content: All texts, parameters, and metadata of the requirements are captured in their current state.
  • Timestamp: Every snapshot is given a precise timestamp proving when this state was valid.
  • Comments: Previous communication (comments) is included in the report to provide seamless proof of decision-making processes.

Why Create Snapshots? (Scenarios)

Working with snapshots offers enormous advantages in various project phases:

1. Milestones and Approvals

Before a project moves to the next phase, a snapshot fixes the agreed state. This serves as a reference for acceptance.

2. Change Management

If a customer or stakeholder requests extensive changes, you can create a snapshot beforehand. This keeps the original state comparable and traceable.

In many engineering fields, certain development states must be archived for years. A snapshot fulfills these requirements for audit-proof storage.



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