Set a Baseline as the Current Schedule

Baselines capture the state of your project at a specific point in time and they are created for a number of reasons. For example, you can create a baseline at the beginning of the project or before a major schedule update, or you can create one at the end of the project's planning phase to capture your initial plan. If you need to replace your current schedule with the data from a baseline, you can set the baseline as the current schedule. When a baseline is set as the new current schedule, baseline details such as dates, durations, units, costs, assignments, and relationships overwrite the details in the previous current schedule, including any progress updates made to the current schedule.

Note: Setting a baseline as the current schedule overwrites all current schedule data except for stored period data for activities that are present in both the current schedule and the baseline, and that are also started in the baseline. This action cannot be undone. The process runs in the background, and you will receive a notification when the process completes. It is recommended that all users not make changes to the schedule until the process is complete.

You must have the required security privileges to set a baseline as the current schedule.

To set a baseline as the current schedule:

Navigate to the project Activities page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule, and select Activities.
On the Activities page, open a baseline.
Select Actions , and then select Set as Current Schedule.
In the Set as Current Schedule dialog box, select Set.

Tips

After your schedule has been successfully replaced, you may want to run the scheduler and recalculate costs to ensure that all data is consistent with the current schedule's data date.
When a baseline is set as the current schedule, the previous current schedule is converted to a retired schedule scenario. If needed, you can make the previous schedule visible as a scenario in the Manage Scenarios dialog box.
Use the Open menu in the Activities page toolbar to switch between baselines. Select View All in the list to open the Manage Baselines dialog box.

Last Published Tuesday, May 21, 2024