Use the Update Baseline dialog box to update project- and activity-level data types for the baseline you selected in the Maintain Baselines dialog box.
When updating project data, include:
Specify the types of project data to update for the baseline. You do not have to select any of the available options.
Note: For added control and flexibility as well as enhanced system performance while updating project baselines, you can select to update specific User Defined Fields (UDFs) rather than updating all UDFs simultaneously.
Project details: Mark to include project data in the updated baseline.
Project UDFs: Mark to update and include project UDFs in the updated baseline.
Work products and documents: Mark to include, in the updated baseline, data related to products and documents developed as part of the project.
Work products and document UDFs: Mark to update and include UDFs of project-related products and documents in the updated baseline.
WBS UDFs: Mark to update and include WBS UDFs in the updated baseline.
Project risks, issues and thresholds: Mark to update and include, in the updated baseline, UDFs related to risks, issues, and thresholds. For example, selecting this option causes a UDF that describes an issue triggered by a deviation in a cost variance threshold to be updated and included in the baseline update.
Risk UDFs: Mark to update and include risk UDFs in the updated baseline. This option isolates and updates risk UDFs only.
Issue UDFs: Mark to update and include issue UDFs in the updated baseline. This option isolates and updates issue UDFs only.
Specify the activities to include:
Choose to update data for all activities or activities that meet a filter's criteria.
All Activities: Overwrites the entire baseline.
Activities within the following filter: Updates filtered activities. Click the browse button to select a filter.
Add new activities and activity data (except actuals): Mark to add new project activities and activity data (except actual units and costs) to the baseline. If you apply a filter, the module will add only new activities that meet the selected filter's criteria.
Delete from baseline any activities no longer in the current project: Mark to delete activities from the baseline that have been removed from the current project.
Update existing activities already in the baseline: Mark to update activities in the baseline with activity data that has been modified or added in the current project. If you select this option, click Update Options to select the types of activity and resource/role assignment data to update.
Update Options: If you choose to update existing activities already in the baseline, click this button to open the Update Baseline Options dialog box. In the Update Baseline Options dialog box, you can select the types of activity and resource/role assignment data you want to update. This button is disabled unless you choose to update existing activities.
Logging and Optimization
Log to file: Enter or select a filename to store errors and warnings that occur when updating a baseline.
Run Optimized: Mark to optimize the speed of the baseline update. If you select this option and errors occur during the update, errors are not logged.
Ignore Last Update Date: Mark to ensure that all selected data types are updated without regard to the last baseline update date.
When this option is off, the baseline update process updates data items only with additions or modifications that have occurred since the last time the baseline was updated. When this option is on, the last baseline date is ignored and data items are updated to reflect all additions or modifications that have occurred, even if they preceded the date of the last baseline update. This option is useful when you want to update a data item that you did not include in your last baseline update.
Update: Click to update the selected baseline data types with new or modified data from the current project.
View Log: Click to view errors and warnings in the specified log file that occurred during the baseline update.
Tips
- To overwrite all activity data, choose All Activities and all of the activity data options.
- To update project-level data only, select the 'Project details' option and clear the add new, delete, and update activity options. Clearing the activity data options causes no activity data to be updated, regardless of whether the All Activities or Activities Within the Following Filter are selected.
- If errors occur when updating a baseline in optimized mode, you will not be able to determine the activity that is causing the update to fail. To determine the activity causing the failure, turn off the Run Optimized option and rerun the baseline update. After the update is complete, refer to the log file to determine which activity is causing the update to fail.
Notes
- Project calendars, activity codes, and the WBS are always updated.
- When you choose to update project details, the following items are not updated: all data in the Project Properties Defaults, Settings, and Resources tabs, and the Default Price/Unit for activities without resource Price/Unit field in the Project Properties Calculations tab.
- Project, WBS, and issue UDFs are updated only if you select the option to update them.