When to preserve a state
Preserve a reference state when you reach a milestone such as:- budget submission
- executive review
- forecast sign-off
- a scenario that should remain stable for later comparison
Why snapshots are useful
Snapshots and versioning help teams answer:- which state are we treating as approved
- what changed after that point
- which branch should act as the comparison baseline
Snapshot versus active scenario
An active scenario is for ongoing what-if work. A preserved state is for:- keeping an approved baseline stable
- supporting later comparison
- making handoffs easier during review cycles

