Create and Work with Checkpoints

As you are working with interfaces and reports, you may want to create checkpoints to refer back to at a future time. Following are the permissions needed for creating and working with checkpoints:

Checkpoint Roles

Role Permissions
Administrator - Create checkpoints that display for all users and can be included in comparisons. - Rename checkpoints. - Delete checkpoints.
All users Create checkpoints that are viewable, and able to be included in comparisons, only by the user who created it.

See also Approve a Plan.

To create a checkpoint

  1. In a pivot table interface, on the menu (), click Save Checkpoint.
  2. In the Save As screen, in the File name field, type a name for the checkpoint.

An official checkpoint (or approved plan) uses the following naming convention:

Final YYYY-MM

For example, the official checkpoint for February 2013 is Final 2013-02. Official checkpoints are used in the Triangle and Current Year reports.

See Work with Triangle Interfaces. 3. On the Share Type list, select one of the following:

  • Private: Other users are not able to see the checkpoint.
  • Public: Other users are able to see and work with the checkpoint.
  • Click Save.

To open a checkpoint

  1. On the menu (), click Open Checkpoint.
  2. In the Open screen, select a checkpoint and click Open.

A note displays below the dynamic report that says Checkpoint: followed by the name of the checkpoint you opened. If you do not see this, you did not successfully open the checkpoint. 3. To clear the checkpoint, on the menu (), click Clear Checkpoint.

To rename or delete a checkpoint

  1. On the menu (), select one of the following:

  2. Save Checkpoint

  3. Open Checkpoint
  4. In the Save As or Open screen, select a checkpoint and do one of the following:
To rename the checkpoint 1. Click Rename. 2. In the File name field, type the new name and click OK.
To delete the checkpoint 1. Click Delete. 2. Verify you want to delete the checkpoint by clicking Yes.