Create a custom prefix for baseline

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: admin

    Procedure

    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.

    Example

    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.