Creating Project Versions and Baselines
To create a project version or baseline
:
- On a project record, click Actions | Project Versioning | Create Version. The Create Version window opens.
- Complete the fields, as needed. Version Name is the only mandatory field. The fields are described in Create Project Version Fields.
- [Optional] To set the version as the project baseline
, select the Baseline checkbox.
- 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:
- Create another version, as above, and select the Baseline checkbox. This version replaces the previous version as the baseline.
- Edit the existing baseline version and deselect the Baseline checkbox.