The Baseline is an essential part of the project whether it’s about the schedule or the budget. It’s clearly defined point used as the basis for the calculation or comparison of the project flows within the time. Well managed project often involves comparison of itself to its earlier version.
Before you start tracking your schedule, you need to set a baseline, so that you can compare it with your up-to-date schedule later in the project.
There two permissions types in the system which are defines rights to View and Manage Baseline:
- View Baseline – User is allowed to view Baseline
- Manage Baseline – User is allowed to change Baseline
By default they are not granted, so Administrator needs explicitly set those up.
Screen #1 – Baseline – Permissions granting
To setup baseline for the project you should navigate to the Pipeline page and select from the Project menu option “Enable baselines”.
Screen #2 – Baseline – Setting up baseline
As next step you’ll need to specify categories selected for the Project’s Baseline
Screen #3 – Baseline – Defines categories for Baseline
As soon as such are defined on pressing “Set” button baseline will be set.
To update Baseline with the current values you should select option “Reset Baseline” from the Project’s menu.
Screen #4 – Baseline – Reset Baseline
The system will suggest you to configure categories for this action as well.
Screen #5 – Baseline – Reset Baseline configuration
You also can update or reset Baseline for each item type separately.
For the task baseline update you should go to the Task Card or Quick Edit Mode and adjust value of the corresponding field.
Please, keep in mind that you should set specific columns to be displayed in order to work with these values.
Screen #6 – Baseline – Adding columns in Quick Edit mode
In Quick Edit mode, to Update or Remove the task’s baseline, select the corresponding icon that appears when hovering over the baseline value.
Screen #7 – Baseline – Updating or removing Baseline in Quick Edit mode
You can do the same in Task Card.
Screen #8 – Baseline – Updating or removing Baseline in Task Card
As third option, how to update baseline to the current values, you can select “Update baseline to current” item’s context menu option.
Screen #9 – Baseline – Updating Baseline to Current values
Main difference between Summary’s Baseline Update\Reset action and Task baseline Update\Reset, is that such action will be also applied for all summary’s sub-items. Reason is that Summary baseline is a sum of all sub-items’ baseline values.
Keep noted, that Summary baseline will be automatically updated on any sub-item’s baseline value update.
In Quick Edit mode, to Update\Remove Summary’s Baseline, you should select corresponding icon, that appears when hovering over the baseline value.
Screen #10 – Baseline – Updating or removing Baseline in Quick Edit mode for Summary
Same can be done from the Summary Card.
Screen #11 – Baseline – Updating or removing Baseline from Summary Card
Third option is to select “Update baseline to current” option from the context menu.
Screen #12 – Baseline – Updating Baseline to Current values for Summary
Main concept of the baseline for Milestone is a date. You need to remember that unlike Summary and Task for Milestone baseline different column is used in Quick Edit mode.
Screen #13 – Baseline – Updating or removing Baseline in Quick Edit mode for Milestone
Milestone Card duplicates same functionality, which allows to use it for the same actions.
Screen #14 – Baseline – Updating or removing Baseline from Milestone Card
Third approach via “Update baseline to current” context menu option is also applicable for the Milestone.
Screen #15 – Baseline – Updating Baseline to Current values for Milestone
In case when Baseline information must be completely removed from the system, just select “Disable Baselines” option in the Project menu.
Screen #16 – Baseline – Disabling
There are several approaches to the Baseline analysis in the system.
For the Baseline trend analysis, Project Manager(PM) can use Historical Load graph. With the corresponding permissions user will have “Output view” toggle. It shows еру difference between еру spent hours and initial baseline.
Screen #17 – Baseline – Historical Load
For a more detailed analysis, a PM can use a “Quick Edit” mode. With the help of “Total”, “Total baseline” and “Difference” columns it’s easy to identify the Summaries and Tasks where the Estimation values have changed as compared to the previously set Baseline.
Screen #18 – Baseline – Quick Edit mode
Task Card can be used for a more detailed discussion with a team and an assignee. It will help to identify impediments, bottlenecks and plan mitigation actions asap.
Screen #19 – Baseline – Task Card
Baseline changes review per user, can be done via Timesheet.
Screen #20 – Baseline – Timesheet
Keep noted, that for productive Baseline analysis respective fields/columns should be selected. They are switched off by default.