Investments › Main Properties (Investment) › How to Manage Baselines

How to Manage Baselines

Baselines are snapshots of your investment total planned effort and cost estimates at the moment you capture it.

Baseline snapshots are static. The changes you make to your investment after you create a baseline do not automatically appear in the current baseline. However, you can update a baseline to include your newly entered or posted information.

To record the cost on your baseline, verify the following:

• The Rate Matrix Extraction job is run.

  See the Administration Guide for more information.

• Investment staff members have rates defined.

  See the Resource Management User Guide for more information.

  You can do the following:

  • Create or edit a baseline.
  • View baseline cost and usage.
  • Update the baseline at the investment level.
  • Delete baseline.

More information:

Current Baseline (Investment)