Creating Project Versions and Baselines

Notes:

To create a project versionClosed or baselineClosed:

  1. On a project record, click Actions | Project Versioning | Create Version. The Create Version window opens.
  2. Complete the fields, as needed. Version Name is the only mandatory field. The fields are described in Create Project Version Fields.
  3. [Optional] To set the version as the project baselineClosed, select the Baseline checkbox.
  4. Click Create.

Baseline Versions

You can have only one project version as your baseline, and you cannot delete project baseline versions. To change the baseline status for a version, either: