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Create Baselines

Create multiple baselines. The first or initial baseline occurs before the resources enter time. Also, create additional baselines at various intervals, such as mid-way through the service, when different phases complete, and at the service completion. The initial baseline lets you compare estimates to actuals once the service is underway.

Follow these steps:

  1. Open the service.
  2. Open the Properties menu, and click Baseline.

    The baselines page appears.

  3. Click New.

    The 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.