Managing Projects › Baselines › Create New Baselines (Projects)

Create New Baselines (Projects)

There is no limit to the number of baselines you can create for your project. Generally you take an initial baseline before resources enter time on a project. After you create this initial baseline, you can create additional ones at various intervals, such as mid-way through the project, when different phases complete, and at the project's end. The initial baseline allows you to compare estimates to actuals once the project is under way.

The following rules are enforced when creating baselines:

• You can only baseline unlocked projects. If you are using CA Clarity PPM with Open Workbench, a project is automatically locked when you have it open in Open Workbench. To unlock a project, close it in Open Workbench.
• You can only baseline entire projects. To perform detailed baselining, use a desktop scheduler, such as Open Workbench or Microsoft Project. With Open Workbench, you can baseline the entire project, all of the tasks in a view, or selected tasks.

Note: See the Open Workbench User Guide for more information.

Note: See the Using CA Clarity PPM with Open Workbench and Microsoft Project Guide for more information.

Create Master Project Baselines

When you create a new master project baseline, you also create new baselines for each subproject that is marked as Read/Write in the master project's subproject hierarchy. This new baseline becomes the current baseline for the master project.

To baseline a project

1. Open the project you want to baseline.

   The Project: Properties: Main - General page appears.

2. Select the Baseline subtab.

   The Project: Properties: Baseline page appears.

3. Click New.

   The Baseline Revision Properties page appears.

4. Complete the following fields:

   Revision Name

   Defines the baseline revision's name.

   Example:

   Initial Baseline, Mid-Term Baseline, or Final Baseline.

   Revision ID

   Defines the baseline revision's unique identifier.

   Example:

   The baseline version number, such as v1 or v5.

   Description

   Defines the baseline revision's description.

   Current Revision

   Specifies whether or not you want to make this baseline the current baseline. This field is unlocked only when multiple baseline revisions exist.

   Default: Selected

5. Click Submit.

   The new baseline displays on the Project: Properties: Baseline page.

More information:

Baselines

Master Project and Subproject Baselines

Edit Baselines

Display Master Project Baselines

View Current Baseline

View Baseline Work Allocation and EV Data

How to Manually Update Baselines

Delete Baselines (Projects)