Set Baseline
Explanation
Perform this activity to create a baseline for the project. A baseline is a plan against which project execution
is compared and differences are measured for the purpose of project performance analysis and control. It is
possible to create any number of baselines per project, whenever it is necessary due to approved changes in scope,
schedule or cost. When setting a new baseline, the Earned Value Method is selected, this will
determine if the Earned Value and Scheduled Work project indicators should be
calculated based on baseline values or planned values. Set Baseline action command is available on
Project Definition, Projects, Project Scope and Schedule and Project Monitoring
pages.
Prerequisites
- The project must be in the status Approved or Started.
- The project needs to have at least one activity connected to it.
System Effects
Each time when a baseline has been set:
- A new baseline revision is created for the project.
- The current values for Planned Hours and Cost, and the Early
Start and Finish dates are copied to the corresponding baseline fields.
- Earned Value and Scheduled Work will either be calculated based on baseline
values or planned values, which is determined by the selected Earned Value Method when setting
the baseline.
- Activities that have been changed or added since the setting of the last baseline, will have the new baseline
revision number.
- A record of the project before the new baseline changes came into effect is saved in the history logging
table.
- The new baseline plan is saved in the history logging table.
- The activities that are created and modified after the baseline is set will be marked by the Activity
Changed label.
- An object that contributes to the current baseline can be removed anytime. This will remove the object
connection and the planned values of the object but the baseline values will remain as it is until the next
baseline is created.
- Only an activity that does not have any baseline values can be deleted after creating a baseline.