Create Project Baselines

Project baselines are snapshots of the total actual and planned effort and total actual and planned cost estimates for a project at the moment of capture. Baselines are static. As a project manager, the changes that you make to your project after you create your baseline do not affect the current baseline. You explicitly update a baseline to reflect changes to project scope or cost.
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Project baselines are snapshots of the total actual and planned effort and total actual and planned cost estimates for a project at the moment of capture. Baselines are static. As a project manager, the changes that you make to your project after you create your baseline do not affect the current baseline. You explicitly update a baseline to reflect changes to project scope or cost.
You can view baseline cost and work allocation information. Also, you can view other information, such as earned value (EV) and project performance that is most relevant to your project and organization.
You can create baselines for the entire project from the baseline properties page, or from the work breakdown structure (WBS) 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.
  3. Click New.
  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.
Edit, Update, and Delete Project Baselines
You can edit the revision name, revision ID, and description for an existing baseline. You can also delete baselines. If you delete the current baseline and another baseline revision exists, the remaining baseline becomes the current revision.
You can update an existing project baseline to reflect changes to task assignments and other information, such as recently posted actuals. When you update a baseline, it becomes the current baseline revision. When you update a project baseline, the changes to task assignments, estimates, and the financial summary from the last update are included. Updating a baseline changes its values accordingly.
Follow these steps:
  1. Open the project.
  2. Open the Properties menu, and from Main, click Baseline.
  3. Click the name of the baseline revision.
  4. Complete the requested information. The following fields require explanation:
    • 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
    • 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
    • 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.
Update Task Baselines
You can update the current baseline for a specific task. You can select an unlimited number of tasks from the list. When you update the task baseline, the changes to assignments and estimates from the last baseline update get included. Financial summary changes are not included.
: A task baseline update does not roll up to the summary task, team, or project level. For example, if a task now has more ETC for an assignment since the last baseline, and you update the task baseline, the team baseline ETC does not increase. To update the team ETC, update the project baseline.
Follow these steps:
  1. Open the project and click Tasks.
  2. Open the Tasks menu and click Gantt.
  3. Select the check box next to the task to update. Click the down arrow for the Create Baseline icon in the Gantt view, and click Update Task Baseline.
  4. Click Yes to confirm the update.
How Master Project and Subproject Baselines Work
The master project baseline information is an aggregation of its own baseline information and subprojects. The baseline is dynamically aggregated at the time you set the baseline. The master project resource baseline information is an aggregation of the team baseline information. When you open a baselined master project and add a new subproject, the current baseline for the subproject is saved. When you baseline the master project, the new baseline replaces the subproject baseline. The baseline becomes the current baseline for the master project. The subproject information is aggregated and rolled up to the master project baseline.
  • If subprojects of the master project have more than one baseline, the current baseline displays in views. The subproject baseline inherits the name and the ID of the master project baseline. If the subproject already has a baseline with the same ID, that baseline is updated and a new baseline is not created. The link between the master project baseline and the subproject baseline is created based on the baseline ID. The baseline ID is shared between the two baselines.
  • When you delete a master baseline, the subproject baseline is also deleted.
Update and Display of Master Project Baselines
When you update the baseline for a master project, the baselines for each subproject are also updated. The baseline becomes the current baseline for the master project and its subprojects.
  • Subproject Baseline Information Roll up
    . When you update a subproject baseline, baseline and earned value (EV) information are not rolled up. To update the master project, roll up the baseline information from the sub projects.
  • Display Master Project Baselines
    . You open, for example, a master project that is not baselined, but have baselined one of the subprojects. The current baseline for the subproject is displayed in views.
    For example, you have a master project with two subprojects, SB1 and SB2, and only SB1 has a current baseline, Baseline1. You rename Baseline1. You baseline a selected task in SB2. You delete SB1 baseline and replace it with SB2 baseline. SB2 baseline is the current revision.