Create a custom prefix for baseline

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 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.

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.