Creating requirement document snapshots

A snapshot is a version of a requirement document captured at a specific point in time. Snapshots are used for comparing document versions and viewing differences between them.

Snapshots are typically created in conjunction with project milestones. For example, you may create a snapshot when the first draft of a document is complete. If you need to refer to the original document version later, you can view the differences between the snapshot and a newer version to see what changed.

When you create a snapshot, current versions of all requirements included in the document are saved in the snapshot. If a requirement in a snapshot changes, the old requirement is versioned and archived. See Viewing historical requirement versions.

After you create a snapshot, you can compare it to the current document version or another snapshot to view the differences. See Viewing all changes between requirement document snapshots.

Tip:  Administrators or other high-level users can configure triggers and escalation rules to automatically create snapshots. See Adding Create Snapshot automation rule actions.

1. Select a document in the Requirement Documents list window. You can also select the document in the requirements tree when you are viewing a document.

2. Choose Activities > Create Snapshot.

The Create Snapshot dialog box opens.

3. Enter a Label to summarize the purpose of the snapshot or project milestone it corresponds to.

4. Enter a Comment to explain why you are creating the snapshot.

5. Click Create Snapshot.

The snapshot is created.

Note:  You can view snapshots from the Snapshots tab on the Edit Requirement Document or View Requirement Document dialog box. See Viewing requirement document snapshots. Snapshots are read-only and cannot be edited or deleted. They are only deleted when you delete a document.