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Configure financials for Project Workspace › Configure › Project Workspace › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a custom prefix for baseline

Modify the prefix to customize the name of the baselines for your projects.

Before you begin

Role required: admin

Procedure

  1. Navigate to All and type in sys_properties.list in the filter box.

  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.

Parent Topic:Configure financials for Project Workspace