Why Do I Need a Baseline?
A project baseline is used to measure how performance deviates from the original plan. Your performance measurement will only be meaningful if you have an accurate baseline.
- It is outlined as original scope, cost and schedule
- A project baseline must be completely defined and documented before the project execution and control activities can begin
- We recomment creating a baseline after your detailed planning is done and has been approved. That means you will have a record of what was the initially agreed upon and you can see variances from that as the project progresses.
- Baselines can only be created by project managers or project schedulers on the project
Creating and Saving a Baseline
To set a baseline for this current data, hover on the Views menu and select Options and navigate to the Project Baseline tab.
- Enter in the name of the new baseline, i.e. "Original Plan"
- You will now see that baseline name listed, along with the date it was created and who it was created by
View the Baseline on the Task List
An advantage to having a Baseline is comparing what you originally planned or agreed upon with stakeholders or clients with your current plan.
- Go to Display Options
- Click the option to show Baseline as a separate row
The line with gray text shows beneath each task with the Baseline data. In the example below you can see the Duration, End Date and Resources changed from the Baseline.
View Baseline on the Gantt Chart
Similarly to the Task View the gray line indicates the Baseline data to compare with the current schedule. Enable this on the Display Option while in the Gantt Chart view.
Project Insight permits you to add multiple baselines against your project so you can track not only your original baselines but also any changes that occur as the project progresses.
- The process is simple, just follow the same steps 1-3 from Creating and Saving a Baseline!
- (Just maybe name it Baseline 2, etc)
Setting a "Current Baseline"
When you have multiple baselines, one of those baselines is always set as the current one. Whichever Baseline you choose to "Set as Current" will be the one you enable to show on the Project Views shown in the last screenshot.
View Baselines on the Project Reports
You can get the Baseline view on Project Reports the same way as on Project Views, start with the Display Options! Include either the Current Baseline or all Baselines - your choice. And yes, just like the other views, the gray row of data indicates the Baseline data.