Project Managers use project baselines to measure how performance deviates from the original plan:
- Baselines outline original scope, cost and schedule
- Save a project baseline before project execution and control activities begin
- Creating as many baselines per project as you need:
- After your detailed planning is done and approved
- If a client makes a scope change that should be "re-baselined"
- Any other rules your team make about baselines
- Baselines can only be created by project managers or project schedulers on the project
For more information on how Baselines work and saving new baselines, see our Project Baseline page.
- Same steps as above
- Give it a descriptive name so you know the difference
Setting a "Current Baseline"
When you have multiple baselines, one of those baselines will always be the current baseline. Whichever Baseline you choose to "Set as Current" will be the one you enable to show on the Views:
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
- Refresh [button]
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.
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.
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