Create and compare project baselines in Project Workspace

Create a schedule baseline and financial baseline of a project. A baseline is a snapshot of the project's progress at the particular moment of time.

Before you begin

Role required: it_project_manager

About this task

Create as many baselines as necessary to review the changes made to and progress of your project by comparing these baselines. Comparing baselines helps you understand the real-time deviations between planned and actual values of the project tasks.

Note:

If your project has sub projects in it, you cannot create baselines for them from the planning page view.

Procedure

1. Open a project from the planning page of Project Workspace.
   For information on how to navigate to the planning page, see Access the new Project Workspace.
2. Create a baseline for the project.
   1. Select the Baselines icon ().
   2. Select Create new.
   3. On the form, fill in the fields.
      Provide the name and description for the baseline, and select Schedule baseline or Financial baseline, or both.
   4. Select Save.

   A baseline is created for the current day and is listed when you select Baselines ().

3. Compare baselines for the project.
   1. Select the Baselines icon ().
   2. From the list of available baselines, select the ones that you want to compare.
      You can select up to two baselines.
   3. Select Apply.
   • On the timeline view, the baseline appears as a set of grey lines below the task bars. These grey lines represent the planned dates while the task bars represent the actual dates.
   • On the grid view, you can add the columns related to baselines that show the following information of the selected baselines. You can select these columns from the Settings side panel ()
     • Start date
     • End date
     • Variance
   If you don't see the baseline columns on the data grid, refresh the workspace using the Refresh icon .