Managing Projects › Baselines › Edit Baselines (Investments)

Edit Baselines (Investments)

Edit baselines from the baseline properties page. You can edit the revision name, revision ID, and description. You can also delete baselines. If you delete the current baseline and another baseline revision exists, the remaining baseline becomes the current revision.

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 the name of the baseline revision.

   The baseline revision properties page appears.

4. Complete the following fields:

   Current Revision

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

   Default: Selected

   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

   Start

   Displays the project or task start date at the time you create the baseline. The value for the field is taken from the start date field on the scheduling properties page.

   Finish

   Displays the project or task finish date at the time you take the baseline. The value for the field is taken from the finish date field on the scheduling properties page.

   Usage

   Displays the system-generated usage at the time you take for baselining using the following formula:

   Usage = Total of Actuals + ETC
   In lists and in portlets, the usage field displays the value from baseline usage field on the revision properties page.
   

   BCWP

   Displays the system-calculated value of Budgeted Cost of Work Performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV). BCWP represents the amount of the budgeted cost (BAC) completed based on performance as measured using the Task EV Calculation method.

   Calculations are made based on the level at which the calculation is made. BCWP is calculated at the following levels:

   • Task. BCWP is based on the selected EV calculation method.
   • Project. BCWP is the sum of BCWP for all WBS Level 1 tasks in the project.

   Current Baseline Required: Yes

5. Save the changes.

More information:

Baselines

Define the Current Baseline (Investments)