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Create Baselines

You can create baselines for the entire project from the baseline properties page, or from the work breakdown structure (WBS) page. This procedure details how to create a baseline from the baselines page.

You can create an unlimited number of project baselines. Create an initial baseline before resources enter time on a project. After the initial baseline, you can create additional ones at various intervals. You can create a baseline midway through the project, when different phases complete, or at the end of the project.

The project must be unlocked before you can create a baseline. To perform detailed baselining, open the project in a desktop scheduler, such as Open Workbench or Microsoft Project.

Follow these steps:

  1. Open the project.
  2. Open the Properties menu, and from Main, click Baseline.

    The baseline properties page appears.

  3. Click New.

    The baseline revision properties page appears.

  4. Complete the requested information. The following fields require explanation:
    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

    Current Revision

    Defines a baseline revision as the current baseline. The field is display only if a baseline revision exists. By default, the baseline you create last becomes the current project baseline. If you have defined only one baseline, that becomes the current baseline.

    Default: Selected

  5. Save the changes.

More information:

Baselines

Edit Baselines (Investments)

Update Project Baselines

Update Task Baselines

How Master Project and Subproject Baselines Work

Update and Display of Master Project Baselines

How Master Project and Subproject Baselines Work

Unlock Projects in Tentative Schedule Mode

Unlock and Hold Locks on Projects (Microsoft Project)

Baselines

About Project Locks (Microsoft Project)