Setting up Project Versioning and Baselines

To enable users to use Project Versioning and Baselines in PSA:

  1. Enable Project Versions Create and Project Versions Compare permission controls for the appropriate users.
  2. Edit your Project layout. For more information, see Customizing Page Layouts.

 

Related Concepts

Project Versioning and Baselines

Related Tasks

Creating Project Versions and Baselines

Comparing Project Versions and Baselines

Customizing Data to Include in Versions and Baselines

Deleting Project Versions and Baselines

Managing Version Capture Configuration

Viewing Project Version Details

Customizing the Project Versioning Quick Help Static Resource

Versioning Custom Objects

Viewing Project Version Batch Jobs

Configuring Headline Cards

Reference

About Project Version Permission Controls

Compare Version Fields

Create Project Version Fields

Capture Configuration 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 Issue Fields

Version Item Milestone Fields

Version Item Phase Fields

Version Item Project Detail Fields

Version Item Resource Request Fields

Version Item Risk Fields

Version Item Task Fields

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