Open a Baseline

Open a baseline if you need to view or update the activity data stored by the baseline. When a baseline is open, baseline values are used to populate the standard schedule fields, and the designated baseline fields are empty.

While updating a baseline is not a typical project management practice, there may be situations where minor adjustments to a baseline need to be made by the project manager or scheduler. You cannot manually add activities in a baseline, but you can update existing activity data. If the changes you make to a baseline need to be undone, you can revert the baseline back to its original state. The baseline must be open before it can be updated or reverted.

Use the Open menu in the page toolbar to switch between your current schedule, schedule scenarios, and schedule baselines. The list contains your official baselines, any baselines set as a user baseline preference, and the open baseline. Each official baseline in the list displays the name of the baseline and its baseline type.

When a baseline is open, a banner appears above the page toolbar to inform you that you are currently making changes to a baseline. This message is to remind you of the object in which you are currently working and that any changes made to the baseline do not directly impact your current schedule, but are reflected in the corresponding baseline fields visible in your current schedule. The banner can be dismissed for your current session and will reappear when you reload the page.

To open a baseline:

Navigate to the project Activities page
1. In the object selector, select a project.
2. In the sidebar, hover over  Schedule, and select Activities.
In the Open menu, in the Baselines section, select a baseline to open.

Tips

The Open menu also contains the following items:
- Current Schedule: Select to open the project's current schedule.
- Scenarios section: Select View All to open the Manage Scenarios dialog box.
- Baselines section: Select View All to open the Manage Baselines dialog box.
You can open any available baseline from the Manage Baselines dialog box, including those not listed in the Open menu.
To revert a baseline, select the Actions  menu, and then select Revert Baseline. This action cannot be undone.

Last Published Monday, June 24, 2024