Create a custom prefix for baseline

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Modify the prefix to customize the name of the baselines for your planning items.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > System Properties > All Properties.
    2. Filter the name filed to locate and open sn_invst_pln.baseline_prefix.
    3. Modify the Value field to create a custom prefix for your baselines.

      If you’re working on a sales portfolio, you may change the Value field to Sales baseline on.

    4. Select Update.

    예

    Assume you are creating a baseline for a sales project using the above prefix on December 04, 2023. Name of the new baseline will be Sales baseline on 2023-12-04.