Update Options Tab of the Update Baselines Dialog Box of the Activities Page or EPS Page

Overview

Use this tab to determine which activity data items should be updated in the baseline.

Screen Elements

Update existing activities already in the baseline option

Determines whether to update activities that already exist in the baseline.

When updating activity data include section:

Note: The following options are ignored if the 'Update existing activities already in the baseline' option is cleared.

General activity information option

Determines whether to include general information related to each activity in the baseline. This data includes the activity name, activity type, duration type, percent complete type, status, calendar, and primary resource.

Activity code assignments option

Determines whether to update project, global and EPS level activity code assignments.

Relationships option

Determines whether to update relationships between activities.

If you choose to update activity relationships, only relationships between activities within the project are updated; relationships to activities in external projects are not updated.

WBS assignments option

Determines whether to update activties' WBS assignments.

Steps option

Determines whether to update activity steps in the baseline.

Step UDFs option

Determines whether to update step UDFs in the baseline.

Expenses option

Determines whether to update expenses assigned to activities in the baseline.

Expense UDFs option

Determines whether to update expense UDFs in the baseline.

Activity notebooks option

Determines whether to update notebooks assigned to activities in the baseline.

Constraints option

Determines whether to update constraints assigned to activities in the baseline. Both the constraint type and any associated constraint date will be updated.

Dates, duration and data date option

Determines whether to update the dates and durations of activities and the data date for the project in the baseline.

The following date fields are not updated when you select this option because they are calculated by the scheduler: Early Start, Early Finish, Late Start, and Late Finish.

Budgeted units and costs for activities without resource assignments option

Determines whether to update budgeted units and cost data for activities in the baseline.

To update budgeted units and costs of resource assignments, select the Budgeted units and costs option in the When updating resource assignment data include section.

Actual units and costs for activities without resource assignments option

Determines whether to update the actual units and costs for activities in the baseline.

To update actual units and costs of resource assignments, select the Actual units and cost option in the When updating resource assignment data include section.

Activity UDFs option

Determines whether to update UDFs assigned to activities in the baseline.

Risk assignments option

Determines whether to update risks associated with activities in the baseline.

When updating resource assignment data include section:

Update existing resource and role assignments option

Determines whether to update all resource assignments associated with activities in the baseline.

Select further options in the When updating resource assignment data include section to determine what data of these resource assignments should be updated.

Actual units and cost option

Determines whether to update actual units and costs related to existing assignments for activities in the baseline.

Budgeted units and cost option

Determines whether to update budgeted units and costs related to existing assignments for activities in the baseline.

Add new resource and role assignments option

Determines whether to add new resource and role assignments to activities in the baseline.

Actual units and cost option

Determines whether to update actual units and costs related for resource assignments of activities in the baseline.

Budgeted units and cost option

Determines whether to update budgeted units and costs for resource assignments of activities in the baseline.

Activity resource assignment codes option

Determines whether to update codes related to resource and role assignments for activities in the baseline.

Activity resource assignment UDFs option

Determines whether to update UDFs related to resource and role assignments for activities in the baseline.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities or EPS.
Click the Actions menu and select Define Baselines.
In the Define Baselines dialog box, select a baseline and click Update.
Select the Update Options tab.

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