Project manager unable to create baseline

[PatriciaA987250]

Hi,

As an admin I'm able to able to create baseline as the New button is visible in the baseline form but when I impersonate as project manager the button is not visible. I've checked ACL, project manager has the create and write access. Could someone advise how to enable the New button for project manager? 

https://<instance name>/planned_task_baseline_list.do?sysparm_query=top_task%<top_task_id>&sysparm_view=

admin

project manager

[Community Alums]

Hi @PatriciaA987250 ,

Check if your project managers has " it_project_manager" role?

[PatriciaA987250]

Hi Sandeep,

Yes, the project manager has " it_project_manager" role.  

[PaulaaO]

Hi Patricia - can you advise how you got to the above list?

I did some quick testing in my PDI which is mainly OOTB and oserved the following:

- as an admin if I navigate to planned_task_baseline.list I get the list of baselines and the NEW button

- as a PM if I do the same as above, the NEW button is not present

- as a PM if I navigate to any project record and then to the Baselines tab and use the Open new window option in the related list then the list of baselines attached to the project appears and NEW button; New button does not disappear if I remove any filters attached to the list

Does the PM see the button when Baselines are related list on a project, it might be Create Baseline rather than New or in Planning Console at all?

[PatriciaA987250]

Hi Paula,

I got the list ( https://<instance name>/planned_task_baseline_list.do?sysparm_query=top_task%<top_task_id>&sysparm_view= ) as shown in the screenshot below. Yes, the PM can see the "Create baseline" button when the Baselines are part of the related list on a project. However, could you please confirm when the 'Open New Window' option in the related list (as indicated in the screenshot) is expected to display the 'New' button for the PM role? It currently isn't functioning on my end. I would appreciate your confirmation or any guidance on this. Thank you.