<< Up | < Previous Page | Next Page >

Project Baselines

Often times it becomes necessary to adjust a project plan or replan a project entirely, whether because of unforeseen issues or taking up a project that has been on hold. When this occurs, the plan is changed to meet the new schedule. To preserve the initial project timeline, you can save a baseline. Project baselines record the project schedule for comparison later.

You can also use project baselines to take snapshots for later comparison. For example, you may want to track the progress of a project's CPI every week or every month.

To save a project baseline:

    1. Open the project you wish to baseline

    2. Click Timelines -> New Baseline in the Contextual Menu

    3. Enter a name for your baseline.

    4. Press Enter or click Submit to save the baseline. The baseline details will be displayed.

To view the saved baselines:

    1. Open the project

    2. Click Timelines -> View Baselines to open the list of baselines saved for this project

    3. Click on a baseline name to open the details for that baseline.

    4. You can view a baseline in a Gantt view by selecting the baseline in the list and clicking on the Gantt Chart toolbar icon (

    ).

Baseline Reports

There are several reports that allow you to compare baselines and track progress of a project from baseline to baseline. The reports allow you to compare project performance (EAC, CPI, CSI, SPI), planned and actual durations, planned and actual work, planned and actual costs and project completion percentages across your baselines. These can be helpful in identifying positive and negative trends in your projects and help to identify the areas that need attention.

To view the baseline reports:

    1. Open the project with baselines to compare.

    2. Open the baseline list by clicking Timelines -> View Baselines in the Contextual Menu.

    3. Select the baselines to include in the reports

    4. Click the Baseline Reports icon (

    ) in the toolbar. This will open the Baseline Reports screen, similar to the one shown here:

    5. Select the reports you would like to see. You can only select reports from a single group (Performance, Duration, Costs, Percent) at a time

    6. Click Submit to view the values from the baselines reflected in the graph.

The example above shows the percent complete across three baselines