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