1. Using Project Execution Management
  2. Project Plan Baselines

Project Plan Baselines

Project managers can create multiple baselines during the project lifecycle, and set one of them as the primary baseline. You can set a primary baseline and compare it with current project progress.

And, view the primary baseline data on the Gantt chart in the Manage Project Plan page.

You must have the Manage Project Work Plan Baselines privilege or the Project Manager role to manage baselines.

Here's how you can view primary baseline data:

  • Right-click on the Gantt chart and click Show Baseline to view the baseline start and end dates.

  • Add baseline-related columns such as Baseline Duration, Baseline Effort, Baseline Start, Baseline Finish, Baseline Labor Cost, Baseline Expense Amount, and Baseline Labor Bill Amount.

Here's what you can do using primary baselines:

  • Track incremental project progress and performance.

  • Compare the current schedule with the primary baseline schedule on the Gantt chart.

  • Identify slippages in the project plan for estimating similar projects in the future.

  • Use Oracle Transactional Business Intelligence for reporting on the baseline values:

    • Use Oracle Transactional Business Intelligence reports to track the variances between actual values and baseline values. Use the Baseline Variance Analysis sample report to understand how you can create your own custom reports using baseline data.

    • Use the Project Management - Planning Real Time subject area to create analyses.

Create a Baseline

Here are the steps to create a baseline:

  1. Open the Manage Project Plan page.

  2. Click Actions > Set Baseline.

  3. Provide a name and description in the Set Baseline window.

  4. If you want to set it as a primary baseline, select the Set as Primary check box.

  5. Click Save and Close.

Manage Baselines

You can manage baselines from the Manage Baselines dialog box. Here are the steps to navigate to the dialog box:

  1. Open the Manage Project Plan page.

  2. Click Actions > Manage Baselines.

From the Manage Baselines dialog box, you can:

  • Set a baseline as the primary baseline by clicking the icon in the Actions column and selecting Set Primary.

  • Delete a baseline by clicking the icon in the Actions column and selecting Delete.

  • Edit baseline names and descriptions.

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