Add a Baseline to Projects in a Program

Add a baseline to projects in a program to track progress throughout the project lifecycle. You can add a baseline to a single project or to up to five selected projects in a program at once.

You can add, edit, and delete project baselines from the program Baselines page or Activities page.

To add a baseline to projects in a program:

  1. In the object selector, select Program, select View Programs List, and then select a program name.
  2. From the Main Menu, select Scope or Schedule, and then select Baselines.
  3. Select Add.
  4. In the Add Baseline dialog box, enter the following information:
    • Select Project: Select the project or projects to add a baseline to. This field is autopopulated with the selected project on the Baselines page.
      1. Select Ellipses to go to the Select Project dialog box.
      2. Move up to five projects to Selected, and then select Select.
    • Name: The name of the baseline.
    • Source: The source of the baseline data. Select Current Schedule, Scenario, Baseline, or From History.
      • If you selected Current Schedule as the source, continue to type selection.
      • If you selected From History as the source, use the Baseline Date picker to choose the date of the project data captured by the baseline. Select a date in the past to use project data from that date. The default value is the current date and time.
        • Make a time selection that is at least one hour prior to the current date and time.
        • Updates made to historical data might take up to an hour to appear.
    • Type: The type of baseline. Select Original, Current, Supplementary, or leave the value blank.

      Note

      • Unofficial baselines do not have a Type. Select the blank row in the list to add an unofficial baseline.
    • (Optional) Enter a description for the new scenario.
  5. Select Add.
  6. All changes made to this page are saved automatically.

Tip

  • To access your baselines from the program Activities page, select the Actions "" menu, and then select Manage Baselines. You can also add baselines from the Manage Baselines dialog box. Baselines added in this manner automatically set the current schedule as the scenario source.
  • To add baselines directly from the Activities page, select the Actions "" menu, and then select Add Baseline.
  • If you do not see a newly added baseline on the Activities page or in the Manage Baselines dialog box, select "" Refresh.
  • To delete a baseline, on the Baselines page, the Activities page, or in the Manage Baselines dialog box, select the "" Context menu, and then select Delete. If you delete the baseline designated as the earned value baseline, all earned value calculations will be reset when you recalculate costs.
  • You cannot remove or change the original baseline if you have any scope changes, installed or actual scope quantities, or at least one closed reporting period.