Use the Update Baseline Options dialog box to specify the types of activity and resource/role assignment data to update when you update a baseline.
When updating activity data, include:
Specify the types of activity data you want to update and include the updated baseline.
General activity information: Mark to include general information related to each activity accounted for in the baseline. This data includes the activity name, activity type, duration type, percent complete type, status, calendar, and primary resource.
Activity code assignments: Mark to include project, global and EPS assignments.
Relationships: Mark to update and include relationships within a project and with external projects.
WBS assignments: Mark to include activities assigned to a WBS.
Steps: Mark to include new steps and changes to previous steps.
Step UDFs: Mark to include updated UDFs assigned to steps.
Expenses: Mark to include existing expenses and to adds new expenses to activities.
Expense UDFs: Mark to include updated expense UDFs.
Risk assignments (P6 Professional Only): Mark to include risks associated with activities.
Activity notebooks: Mark to include notebooks assigned to activities.
Constraints: Mark to include updated constraints.
Dates, duration, and data date: Mark to include Original or Planned Duration, Remaining Duration, Actual start/finish, Anticipated start/finish, Remaining start/finish, Start/finish, Early start/finish, Remaining late start/finish, Late start/finish, Suspend/resume dates and Data Date.
Planned units and cost for activities without resource assignments: Mark to include planned costs per unit for activities without assigned resources.
Actual units and cost for activities without resource assignments: Mark to include actual costs per unit for activities without assigned resources.
Activity UDFs: Mark to include updated UDFs assigned to activities.
When updating resource assignment data, include:
Choose to update existing resource/role assignment data and/or add new resource/role assignments. Choose to update the budgeted or planned and/or actual units and cost for the resource/role assignments.
Update existing resource and role assignments: Mark to update all resource assignment data such as UDF's Resource Codes, cost account, dates, and durations.
The following options are enabled only when a check mark is displayed in the Updating existing resource and role assignments check box.
Planned or Budgeted units and cost: Mark to include budgeted or planned units and costs related to existing resource and role assignments.
Actuals for units and cost: Mark to include actual units and costs related to existing resource and role assignments.
Add new resource and role assignments: Mark to include new resource and role assignments in the baseline.
Planned or Budgeted units and cost: Mark to include budgeted or planned units and costs related to new resource and role assignments.
Actuals for units and cost: Mark to include actual units and costs related to new resource and role assignments.
Activity Resource Assignment UDFs: Mark to include updated UDFs related to resource assignments for activities.
OK: Click to return to the Update Baseline dialog box.
Notes
- If you choose the 'Dates, durations, and data date' option, the following date fields are NOT updated because they are calculated by the scheduler: Early Start, Early Finish, Late Start, and Late Finish. To ensure that these fields are updated, after you run the baseline update, you should restore the baseline project, then schedule and re-baseline the project.
- If you choose the 'General activity information' option, any new or modified Primary Resource assignments to activities are updated, even if you do not choose the 'Update existing resource and role assignments' and 'Add new resource and role assignments' options. In this case, resource assignments for which the resource is not designated as the primary resource will not be added or modified when you update the baseline.
- If you choose the 'Relationships' option, only relationships between activities within the project are updated; relationships to activities in external projects are not updated.