Investments › Main Properties (Investment) › How to Manage Baselines › Update Baselines at the Investment Level

Update Baselines at the Investment Level

You can update an existing baseline rather than create a new one. For example, you can update an existing baseline to include data from recently posted actuals. Updating a baseline changes its values accordingly and sets it as the current baseline.

If you delete the current revision baseline and there is more than one baseline, then the most recent baseline becomes the current revision.

Follow these steps:

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

   The baseline properties appear.

2. Select the baseline you want to update.
3. Click Update Baseline.

   A confirmation message appears.

4. Click Yes.