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Create New Baselines (Investments)

You can create baselines for the entire project from the baseline properties page, or from the work breakdown structure (WBS) page. This procedure details how to create a baseline from the baselines page.

You can create an unlimited number of project baselines. Create an initial baseline before resources enter time on a project. After the initial baseline, you can create additional ones at various intervals. You can create a baseline midway through the project, when different phases complete, or at the end of the project.

The project must be unlocked before you can create a baseline. To perform detailed baselining, open the project in a desktop scheduler, such as Open Workbench or Microsoft Project.

Follow these steps:

  1. Open the project.

    The properties page appears.

  2. Open the Properties menu, and from Main, click Baseline.

    The baseline properties page appears.

  3. Click New.

    The baseline revision properties page appears.

  4. Complete the following fields:
    Revision Name

    Defines the name of the baseline revision.

    Example:

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

    Required: Yes

    Revision ID

    Defines the unique identifier for the baseline revision.

    Example:

    The baseline version number, such as v1 or v5.

    Required: Yes

    Description

    Defines the description for the baseline revision.

    Required: No

    Current Revision

    Specifies to make this baseline the current baseline. The field is display only if a baseline revision exists.

    Default: Selected

  5. Save the changes.

More information:

Baselines

Edit Baselines (Investments)

Define the Current Baseline (Investments)

Update Project Baselines

Update Task Baselines

Subproject Baselines

How Master Project and Subproject Baselines Work

Unlock and Hold Locks on Projects (Microsoft Project)

Unlock Projects in Tentative Schedule Mode

About Project Locks (Microsoft Project)

Baselines