Creating Project Versions and Baselines

Notes:

• The main procedure is for users of record pages supplied by FinancialForce from Fall 2020.
• From Fall 2020, if you are not using the pages supplied by FinancialForce, your administrator can add the PSA Actions: Project Versioning component to the project record page.
• Your administrator must have assigned the Project Version Create permission control to you.
• By default, you can create records in batches of 500 for each version. This is set in the custom setting field Create Version Batch Size and we do not recommend a higher value. Contact your administrator if you need to change the value.

To create a project version A read-only data capture of the project in a particular moment in time. or baseline A static data capture of the original or re-planned project against which changes are compared.:

1. On a project record, click Actions | Project Versioning | Create Version. The Create Version window opens. Using Classic: On the project page or the Managed Versions related list, click New Project Version. The Create Version page 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 baseline A static data capture of the original or re-planned project against which changes are compared., 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:

• 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.
  To do this:

  1. On the relevant record in the Managed Versions related list, click
  2. Click Edit.
  3. Deselect the Baseline checkbox.