Project Versioning and Baselines

PSA Project Versioning and Baselines allows you to create and compare read-only data captures (called "versions") of a project as it progresses. Using these versions you can quickly review high-level changes to compare against different stages of your project and you can review more detailed changes for more thorough analysis. Using version comparisons, you have greater options for re-planning and re-scoping.

Baselines

A baseline is a project version identified as the agreed plan for the project, either as the initial project plan or at a future point in the progress of the project. You can set a project version as a baseline by selecting the Baseline field when you create the version.

Summary Comparison Overview

If you have been assigned appropriate permissions, you can compare project versions using Compare Version.

The version comparison is read-only and contains project details such as the project name, start date, end date, project manager name, project status, project phase, and stage. Differences between these details are highlighted for ease of view.

In a series of "headline cards" containing summarized project data, you can view comparisons of various project lookups such as assignments, budgets, resource requests, and other objects.

All comparisons display with the initially selected version on the left and the compared version on the right.