Scheduled job to create financial baselines

Define a scheduled job to automatically create financial baselines for your planning items at a required cadence.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Definition > Scheduled Jobs.

2. Filter the name field to locate and open Create Financial Baseline For active Demands and Projects.

3. Select Active option to activate and schedule the job.

4. Edit the fields on the Scheduled Script Execution form to customize the job and meet your requirements.

   For more information about the field description and scripts, see Automatically run a script of your choosing.

5. Select Execute Now to execute the scheduled job or select Update to save your changes.