Enhancing financial baselines on projects

[Hamza EL JIRARI]

Hello,

OOB in projects, you can create financial baselines.

The OOB informations are great, still we want to add new informations to the baselines, is it possible ?

The informations that we want are mainly snapshot of resource plans as they were

BR,

[Filipe Cruz]

Hello Hamza, Yes, it is possible to add new field to the financial baselines. How do you want to add that snapshot? Text in a field for example? Can you elaborate more on your requirement? Best Regards, Filipe Cruz

[Hamza EL JIRARI]

Hello,

The baseline in itself is a snaphot, i will clarify more my requirements :

1 - on the project table we added some new custome fields, i want them to be captured on the baseline.

2 - Regarding resource plans i want them also to be included on the snapshot the same way the costplans are captured in the baseline : 

 

I want to have the list of resource plans captured here.

BR,

Hamza.

[Vinay76]

Hi hamza,

This is link to configuration of fields captured in baseline this should solve your first requirement.Try configuring you custom fields here

http://<Instance Name>.servicenow.com/baseline_config.do?sys_id=e273c7270bd203008d9ac74363673aee&sysparm_record_target=baseline_config&sysparm_record_row=1&sysparm_record_rows=4&sysparm_record_list=nameSTARTSWITHproject%5EORDERBYname

2 - Regarding resource plans i want them also to be included on the snapshot the same way the costplans are captured in the baseline : 

I cant think of possible way to achieve this OOB.

Thanks!

[Hamza EL JIRARI · Accepted solution]

Hello,

I found a way to do it, what is captured on the baselines is configurable on the baseline API, you can capture data as well as whole tables. 

You can configure that by going to "baseline_config" table.

BR,

Hamza.