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Creating Project Versions and Baselines

Notes: Note Notepad
Your administrator must assign you the Project Version Create permission control to create project baselines and versions.
By default, you can create records on a version in batches of 500. Your administrator can change the batch size in the Project Versioning Global Settings custom setting. Setting the batch size higher than 500 can potentially lead to batch creation failures and is not advised.

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

  1. On the Project page, click New Project Version.
  2. Complete the fields described in Create Project Version Fields.
  3. Click Save.
Note: Note Notepad
You can view the progress of Version record creation by viewing the associated batch process. For more information, see Viewing Project Version Batch Jobs.

Related Concepts

Project Versioning and Baselines

Related Tasks

Comparing Project Versions and Baselines

Deleting Project Versions and Baselines

Viewing Project Version Details

Customizing the Project Versioning Quick Help Static Resource

Setting up Project Versioning and Baselines

Viewing Project Version Batch Jobs

Reference

About Project Version Permission Controls

Compare Version Fields

Create Project Version Fields

Project Version Detail Indicators

Project Versioning Global Settings

Project Versioning Settings

Version Fields

Version Batch Control Log Fields

Version Item Assignment Fields

Version Item Budget Fields

Version Item Estimates Vs Actuals

Version Item Milestone Fields

Version Item Phase Fields

Version Item Project Detail Fields

Version Item Resource Request Fields

Version Item Task Fields

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