Project managers needs to capture some data in the project (capture the values of project fields) in a specific date , and compare it in the future to review the changes .
For example capture the current financial data :
When you open a project record, use the “Create Baseline” related link to create a baseline .
Make sure that the “Create Financial Baseline” is checked to capture the financial values :
You will have this message to confirm the creation of the baseline.
Created the schedule baseline and financial baseline job 2024-04-11
The baseline is accessible from the “Baselines” tab in the project form:
Now if you want to capture the values of a custom field .
Let’s take as an example the “Custom Calculation” field that I added here .
First you need to create a new custom field on pm_project table :
Create a new filed in the pm_project_baseline table
Now we can go to the baseline_config_field_map table to map the two fields :
Let’s now test by creating a new baseline :
The value of the custom field “Custom Calculation” is now captured :
If we try to change the value of the “Custom Calculation” field at the project level :
The data in the baseline remains the same , even if the data changes (in my example from 579 to 279) in the project .
