Creating a baseline

Create a baseline to capture a snapshot of a project schedule at a given point in time. You can create multiple baselines at the start of, and at specified phases of the project, for example, at the end of a phase, or iteration, or milestone. You can later chart your progress by comparing the existing project plan with the original baseline and the interim baselines.
Ensure the Schedule Gantt viewlet is available in your view:
  • If you are using the default dashboard, click the Schedule tab. The Schedule Gantt viewlet is available in this view.
  • If you are using a customized dashboard, switch to or add the Schedule Gantt viewlet to your dashboard. Select a tab, click Add viewlet, and add the Schedule Gantt viewlet.

To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.

  1. In the WBS tree, click the project to create a baseline for.
  2. In the Schedule Gantt viewlet, click the Baseline icon.
    Note: If no project is selected, the Baseline icon is disabled.
  3. Optional: Enter a name for the baseline. The default baseline name is the current date and time stamp.
  4. Click Save.
You can view the saved baseline in the Baseline viewlet. As the project progresses, you can compare the baseline with the actual values.
Related concepts
Baselines

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