Add a Baseline

Adding project baselines enables you to track progress throughout the project lifecycle. If no baseline exists for a project, the first baseline must be an original or unofficial baseline. Any subsequent baselines can be original, current, supplementary, or unofficial baselines. You can also change the type of existing baselines. Only one original, current, and supplementary baseline can exist at a time, but you can maintain an unlimited number of unofficial baselines.

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

To add a project baseline:

  1. Navigate to the Baselines page
  2. Select Add.
  3. In the Add Baseline dialog box, enter the following information:
    • 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 Baseline as the source, use the Baseline list to choose an existing baseline with data you want to copy.
      • If you selected Scenario as the source, use the Scenario list to choose an existing scenario with data you want to copy.
      • 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
    • Type: The type of baseline. Select Original, Current, Supplementary, or leave the value blank.

      Notes:

      • Unofficial baselines do not have a Type. Select the blank row in the list to add an unofficial baseline.
      • The dialog box displays the baseline type selected as the earned value baseline. This can be changed in the project settings.
    • Category: The baseline categories are available in your project's owning workspace to help organize data. If there are no categories in the list, then none have been created. See Baseline Categories Overview for more information about baseline categories.
  4. (Optional) Enter a description for the new scenario.
  5. Select Add.
  6. All changes made to this page are saved automatically.

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