Investments › Main Properties (Investment) › How to Manage Baselines › Create or Edit an Investment Baseline

Create or Edit an Investment Baseline

The first baselining often occurs before resource times are entered. After the initial baseline, you can create baselines at various intervals, such as when different phases are completed, or at the end. The initial baseline lets you compare estimates to actuals once the investment is under way.

Follow these steps:

1. With your investment open, open the Properties menu and click Baseline.

   The baseline properties page appears.

2. Do one of the following:
   • Click New to create a baseline.
   • Click the Revision Name link to edit a baseline.

     The baseline revision properties page appears.

3. Complete the following fields:

   Revision Name

   Defines the name for the baseline, such as Initial Variations, Midterm Variations, or Final Variations.

   Revision ID

   Defines the revision number or name for the baseline version number, such as v1 or r5.

   Description

   Defines the description for the baseline.

   Current Revision

   Indicates if this baseline is the current baseline. You can only select this check box when multiple revisions exist.

4. Click Save and Return.