Set Baseline
Explanation
Perform this activity to create a baseline for the
project. A baseline is a plan against which project execution is compared and
differences are measured for the purpose of project performance analysis and
control. It is possible to create any number of baselines per project, whenever
it is necessary due to approved changes in scope, schedule or cost. When setting
a new baseline, the Earned Value Method is selected, this will determine if the
Earned Value and Scheduled Work project indicators should be calculated based on
baseline values or planned values.
Prerequisites
- The project must be in the status Approved or
Started.
- The project needs to have at least one activity
connected to it.
System Effects
Each time you set a base line:
- A new baseline revision is created for the
project.
- The current values for planned hours and cost, and
the early start and finish dates are copied to the corresponding baseline
fields.
- Earned Value and scheduled work will either be
calculated based on baseline values or planned values, which is determined by the
selected Earned Value Method when setting the baseline.
- Activities that have been changed or added since the setting of the last
baseline, will have the new baseline revision
number.
- A record of the project before the new baseline
changes came into effect is saved in the history logging table.
- The new baseline plan is saved in the history
logging table.
- The activities that are created and modified after
the baseline is set will be marked by the Activity Changed check box
being selected.
- An object that contributes to the current baseline
can be removed anytime. This will remove the object connection and the
planned values of the object but the baseline values will remain as it is
until the next baseline is created.
- Only an activity that does not have any baseline values can be deleted
after creating a baseline.
Window
Projects
Project
Project Navigator
Related Window Descriptions
Projects
Project Navigator
Project/General
Project/Project History
Procedure
From the Projects or the Project window:
- Open the Projects or the
Project window.
- Populate or query for the project you need to set
the base line.
- Right-click and then click Set Baseline.
The Set Baseline dialogue box will appear. If you have
populated the Projects window, select the appropriate
project line and then right- click on it.
- Select the desired earned value method from the
Earned Value Method list box.
- Optionally you can add a comment in the User
Comment text field.
- Click OK.
From the
Project Navigator window:
- Open the
Project Navigator window.
- Populate or query for the project you need to set
the baseline.
- Select the highest level in the project navigator.
Right-click and then click Set Baseline. The
Set Baseline
dialogue box will appear.
- Select the desired earn value method from the
Earned Value Method list box.
- Optionally you can add a comment in the User
Comment text field.