Define Baselines Dialog Box of the Activities Page or EPS Page

Overview

Use this dialog box to manage project baselines.

Screen Elements

Add

Adds a new baseline for the currently selected project.

Update Baseline button

Opens the Update Baseline dialog box.

Row Actions menu

Add: Saves the current state of the project as a new baseline for the current project.

Delete: Deletes the selected baseline.

Duplicate: Makes a copy of the of the selected baseline while keeping the selected baseline intact. The copied baseline is located under the same project as the selected baseline.

Update Baseline: Opens the Update Baseline dialog box.

Convert existing project to baseline: Converts another project into a baseline of the current project.

Restore Baseline: Restores the selected baseline as a separate project that you can manually modify.

Publish Baseline: Publishes the selected baseline for reporting.

Expand: Expands the selected project to show the baselines assigned to the project.

Collapse: Collapses the selected project.

Baseline Name field

The name of the selected baseline.

Baseline Type list

The baseline type; this can be used to categorize the baseline's purpose.

Data Date field

The progress point, or "as-of date", for activities in the project. Project status is up-to-date as of the data date. You can set the data date when you schedule the project or apply actuals, or you can set it manually. Set it manually if resources manually update activity progress and you do not plan to reschedule the project or apply actuals.

Project Baseline field

The project baseline for the selected project.

User's Primary Baseline field

The user's primary baseline for the selected project.

User's Secondary Baseline field

The user's secondary baseline for the selected project.

User's Tertiary Baseline field

The user's tertiary baseline for the selected project.

Publish option

Determines whether to publish baseline data for reporting.

Last Update Date field

The date that the baseline was last updated.

This field is blank for baselines that have not been updated.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities or EPS.
On the Activities page, click the Actions menu and select Define Baselines.

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