Creating Baselines

Create baselines to measure project performance.

To create a baseline:

  1. On the  Navigation Menu, expand  Projects and click Activities or EPS.
  2. On the Activities or EPS page
    1. Click the Actions  menu and select Define Baselines....
    2. In the Define Baselines dialog box:
      • Select the project to which you will add the baseline.
      • Click  Context and select Add.
      • Enter a name in the Baseline Name field.
      • Select a type from the Baseline Type list.
      • Click Save.

Tip

  • The application automatically assigns the baseline a name based on the selected project. For example, if you select Project A, the application will name the newly created baseline "A - B1".
  • Specify the default Project Baseline and User's Primary Baseline by selecting from the list of available baselines for each project in the table on the Baselines dialog box.
  • Click Convert a Project to Baseline and select a project to convert a project into a baseline.
  • Select a baseline and click Restore a Baseline to remove the baseline and make it a project.
  • When you create a new baseline, the Publish option is switched off by default.

Related Topics

About Baselines

Working with Baselines



Last Published Wednesday, April 1, 2026