Customizing Data to Include in Versions and Baselines

By default, Project Versioning and Baselines includes all project details about:

• Assignments
• Budgets
• Estimates vs Actuals
• Issues
• Milestones
• Phases
• Project Tasks
• Resource Requests
• Risks

To create versions and baselines that include custom objects and fields:

1. Create a Version Config object that specifies the data to add to a project version as described in Version Config Fields.
2. Create custom objects and fields as described in Versioning Custom Objects.
3. Create and set a config as the active record as described in Managing Version Capture Configuration.