Create and compare financial baselines for your planning items

Create and compare financial baselines to get a snapshot of the project expenses and compare the planned costs against the actual expenses.

Before you begin

Role required: sn_align_ws.spw_financial_user

Procedure

1. Navigate to Workspaces > Strategic Planning Workspace and select portfolio plan.
2. Select a planning item from the Planning module.
3. Select the Financials tab.
4. Create or compare baselines.

   Option	Description
   Create a baseline	Select Create baseline button (). Create financial baseline window appears with the Name field is auto-populated with current date. You can edit this field to name your baseline. In the Description field, enter a brief description to identify this baseline and select Save. A baseline is created capturing the planned costs and expense is captured. Note: You can activate a scheduled job to automatically create financial baselines.
   Compare baselines	Select the Baselines () tab to view the list of existing baselines. Select any two baselines and select the Compare baselines () button. Comparison view of the selected baselines is displayed. For more details, see Using baseline comparison view.

   Tip:

   You can migrate existing financials baselines of your projects or demands from Classic UI to Financials in Next Experience.

   For more information on how to migrate financial baselines of demands, see Migrate financial baselines of demands to Next Experience.

   For more information on how to migrate financial baselines of projects, see Migrate financial baselines of projects to Next Experience.