Set User Baseline Preferences

Set up to three baselines as user baseline preferences on the Activities page. User baseline preferences are typically the baselines that are most important to you. They can be official or unofficial baselines and can be changed at any time. User baseline fields are populated with the values stored in the corresponding baseline and can be used as part of your view settings, including columns, filtering, grouping, and Gantt bars.

Baseline preferences are specific to each user. The baseline preferences you set are only visible to you. The same baselines can be set as preferences by multiple users.

To set user baseline preferences:

Navigate to the project Activities page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule, and select Activities.
Select the Actions  menu, and then select Set User Baseline Preferences.
In the Set User Baseline Preferences dialog box, do the following to set your user baselines:
1. Select Project Baselines to view which baselines are currently set as the current, original, and supplementary baselines.
2. In the Baseline 1, Baseline 2, and Baseline 3 lists, select the baselines that you want to set as your user baselines.
3. Select Save.
Your user baseline fields are updated with your selections.

Tips

Deleting a baseline removes it as a baseline preference, but removing a baseline's type does not remove it as a baseline preference.

Last Published Tuesday, May 21, 2024