The storepoint system is useful for tracking and comparing revisions of a schedule by taking a snapshot of the project at a particular point in time (often done before updating a schedule's progress). Every schedule has at least one storepoint to hold the activity data. These storepoints can then be used for generating comparisons. Storepoints are often given names such as "Preliminary", "Baseline", or "Update 1" but any name can be given.

The storepoint that can be edited is called the Active Storepoint. Which storepoint is the Active Storepoint is specific to the layout you are currently on. Each layout can have a different Active Storepoint specified but only one storepoint can be marked as active at a time for each layout. You can quickly see which storepoint is active by looking at the second status bar section from the left.

By default a layout is set up to track the newest storepoint. This saves you the trouble of having to manually change the active storepoint for every layout when you create a new storepoint. If you'd like to lock a layout's active storepoint to a particular storepoint you can change that option in the Manage Storepoint window described below.

Creating a Storepoint

A storepoint can be created when you Begin Update... from the Schedule menu. Simple check the box in the Begin Update dialog and give the new storepoint a name. The new storepoint will become the Active Storepoint. The storepoint you were on will act as a snapshot of the schedule before the update began which can be used for future comparisons against other storepoints you have created or will create in the future.

You can also create a storepoint without beginning an update to the schedule by selecting Create Storepoint... from the Schedule menu (this can also be accessed from the Manage Storepoints dialog). This will open up a dialog asking you for a name and whether you want to base the new storepoint off of an existing storepoint or create a new blank storepoint with no data. As with the Begin Update storepoint creation method, the recently created storepoint will become the Active Storepoint.

Manage Storepoints

Storepoint management can be accessed from Manage Storepoints... in the Schedule menu. From here you can create, delete, rename, select the active, and import storepoints.

The Always make the newest storepoint the active storepoint for this layout checkbox keeps the newest storepoint as the active storepoint for the current layout. This helps you keep layouts pointed at the storepoint that is likely of the most interest. Unchecking this lets you change the active storepoint for this layout to whichever storepoint you'd like. When this option is enabled and you create a new storepoint the active storepoint for this layout will be changed to the new storepoint. Otherwise the active storepoint is locked on the storepoint you have set using the Make Active button.

Clicking the Create button works the same way as the Create Storepoint dialog described above.

The Delete button will delete the selected storepoint. This can not be undone and all activity data for that storepoint will be lost if you save your file so be sure you want to do this. If the active storepoint is deleted the newest remaining storepoint is made into the active storepoint.

Selecting Rename will begin editing the name of the selected storepoint. There are no restrictions on what you name your storepoint so be as descriptive as you want. You can have storepoints with identical names but this is not advised as it can lead to confusion.

Make Active is only enabled if Always make the newest storepoint the active storepoint for this layout is unchecked. This button switches the active storepoint to the selected storepoint. Do this if you need to make changes to a storepoint.

Import lets you insert storepoints from another Phoenix schedule file into this schedule. This can be useful when multiple people are working on a schedule independently.