Demand Baseline Questions

[VLee1]

1) After creating a project from a demand, a baseline of demand is auto-created (Figure-1). What's the usage?

2) In Figure-1, there is a button [Create Baseline], after I have clicked it (Figure-2 example), there is no field for me to input anything? Any detailed steps for the operation of the baseline created manually and how to trigger the value change?

3) In Figure-3, where is the data come from for Baseline values? Where is the data come from for current value?

Please advise. 

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Figure-1

Figure-2

Figure-3

[Alfred5]

Hi @Dhiren Aghera 

I've seen indeed that a Baseline is automatically created, when a Project is created from a Demand.

However, this automatically created Baseline is (at least in my company's configuration) set as Financial Baseline only, and not as Schedule Baseline.

Right now, I am more interested in the schedule baseline.

Would that be a configuration setting that I can change myself?  

thanks in advance for any feedback.

Alfred

[Dhiren Aghera]

Hi Alfred,

This is an OOTB functionality and no configuration is needed. When you click on create baseline link or button you will get a pop message to check/uncheck schedule or Financial baseline (as per the screenshot in my earlier post). Based on your selection the baselines will be saved and used for future comparison against the actuals.

[swarnika21]

Can you please help on how we can add more fields on the baseline form. 

[Milind Gharte]

Hi Vlee,

Baseline of a demand, which captures benefit and financial metric information (snapshot of cost plan, benefit plan, and demand-level financial metrics) at a particular moment in time.

If it helps,Please mark ✅ Correct and 👍 Helpful.

Warm Regards,

Milind

[chunn]

Is it possible to set to automatically create a Deamnd Baseline when Demand / Project transitions to a specific status? If possible, what kind of procedure can be achieved?