Baseline Projects in Open Workbench

You can baseline projects in Open Workbench (OWB). A baseline is a snapshot of the original project plan that you preserve for later comparison with the current plan. You can baseline to evaluate a project and compare it with an approved plan. Baselining preserves a version of the plan that does not change as work on the project progresses, unless you baseline the project again.
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You can baseline projects in Open Workbench (OWB). A
baseline
is a snapshot of the original project plan that you preserve for later comparison with the current plan. You can baseline to evaluate a project and compare it with an approved plan. Baselining preserves a version of the plan that does not change as work on the project progresses, unless you baseline the project again.
You can baseline a task, a selected range of tasks, all tasks in a view, or the entire project. When you create a baseline, you preserve information such as start dates, finish dates, and usage from that moment in time. You can then compare the current plan with the baseline plan to determine if the project is proceeding as expected.
When Is It Appropriate to Baseline?
The appropriate time for you to baseline a task or resource assignment data is after management approves the project plan and before the task starts and actuals are tracked. This gives you a reference against which to measure the project progress. If the plan goes through several review cycles, and management approves a new basis for measurement, you can rebaseline the task so that you can compare the revisions with the original plan.
Open Workbench supports multiple baselines so you can create new baselines as the project progresses.
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Baselines and Earned Value Computations
Open Workbench factors in baseline information in many calculations that are performed in the earned value analysis.
Earned Value Analysis
(EVA) is a statistical operation that compares the project's present actuals against what was planned. For example, it may compare the length of time a task would take, according to a baseline budget plan, with the actual length of time it took. EVA is also named
Performance Measurement
.
Open Workbench includes fields containing the fundamental calculations that are used for earned value analysis. These fields are available as discrete items for reporting purposes and you can add them to any view. These fields are used primarily as variables by other calculated fields to produce variance values.
Earned value calculates the following values for every scheduled activity:
  • Budgeted Cost of Work Scheduled (BCWS)
    . The budgeted amount to be spent on the project in a given period.
  • Actual Cost of Work Performed (ACWP)
    . The total direct and indirect cost that is incurred in performing work during a given period. 
  • Budgeted Cost of Work Performed (BCWP)
    . The percentage of the total budget equal to the percentage of the actual work performed.
These values are used together to determine if work is being performed as planned. The most frequently employed measures are:
  • Cost Variance (CV), where CV = BCWP - ACWP.
  • Schedule Variance (SV), where SV = BCWP - BCWS.
  • Cost Performance Index (CPI), where CPI = BCWP / ACWP.
Use the EVA fields to track work performance to account for cost and schedule variances. For example, Open Workbench computes BCWS using the following formula:
BCWS = (cumulative baseline usage from the start date through the Project as-of date) x (the resource billing rate)
You must baseline your project to attain date or EAC variances.
Set Baselines
Use the
Multiple Baselines
dialog to set baselines and to rebaseline your project. This dialog lists the baselines that you have already set on the project. When you set a new baseline, its default name is Baseline1 and it is marked as the current baseline. If the project already has a baseline that is named Baseline1, then the new baseline you set is named Baseline2. You can edit the name after you capture the baseline.
Select all levels of the WBS to rebaseline your project, view, or selected tasks. When you rebaseline tasks that have changed, such as changes to a resource's ETC, the data is not rolled up to the summary task level. Data, however, is rolled down to a phase's tasks when you rebaseline at the summary task level.
Follow these steps:
  1. Click
    Tools
    ,
    Baselines
    ,
    Multiple Baselines
    .
  2. Click
    New
    .
  3. Click
    OK
    .
Display Baseline Data in Views
You can display one baseline in a view at a time. To view baseline information, first include the fields that display baseline data in one of your views. You can display the current baseline in a spreadsheet view, such as the Gantt Chart view, against the current status of the project. Special baseline markers on Gantt bars indicate the baseline information to differentiate the baseline information from the current schedule.
Follow these steps to include the fields that display baseline data in a view:
  1. Open a view that displays the task detail pane.
  2. Add the following fields:
    • Task Baseline Cost
    • Task Baseline Usage
    • Task Baseline Usage (aggregated)
    • Assignment Baseline Cost
  3. Add the
    Resource Baseline Cost
    field in the resource detail pane.
Follow these steps to display a baseline:
  1. Double-click the Gantt chart.
  2. Select the
    Baseline
    check box in the
    Gantt Bars
    group and click
    OK
    .
Edit Baselines
Use the
Multiple Baselines
dialog to edit the name, description, and code, and to set a baseline as the current baseline.
Follow these steps:
  1. Open the
    Project
    ribbon.
  2. Click
    Manage
    in the
    Baselines
    group.
  3. Select the
    Current
    check box next to the baseline you want to set as the current baseline.
    You can select one baseline as the current version.
  4. Click
    OK
    .
Rebaseline Projects
Use the
Set Baseline
dialog to rebaseline your project. When you rebaseline your project, the current baseline is replaced with the new baseline data.
When you choose to rebaseline the view or selected tasks, the project baseline values are not updated.
You must select all levels of the WBS to rebaseline your project, view, or selected tasks. When you rebaseline tasks that have changed, such as changes to a resource's ETC, the data is not rolled up to the summary task level. Data, however, is rolled down to a phase's tasks when you rebaseline at the summary task level.
Follow these steps:
  1. Open the
    Project
    ribbon.
  2. Click
    Define
    in the
    Baselines
    group.
  3. Select the following options:
    • Project
      in the
      Scope
      section.
    • Set
      in the
      Baseline Settings
      section.
  4. Click
    OK
    .
  5. Click
    Yes
    to confirm that you want to overwrite the prior version of the baseline data with the new version, when prompted.
Multiple Baselines
You can create multiple baselines to track the progress of your projects from:
  • CA PPM
    . The project must be unlocked to create a new baseline.
  • Open Workbench.
Baseline data is stored at the summary-task and project level. Cost data is stored with the baseline. If you make subsequent changes to rates, they do not retroactively modify baseline costs.
If you are using Open Workbench with
CA PPM
 and you rebaseline the master project, only the data you enter directly in the master project is captured and not the data you enter in the subprojects.
From Open Workbench you can:
  • Set a baseline to save a range of tasks, all tasks in a view, or all tasks in a project to a baseline.
  • Create multiple baselines to maintain historical versions.
  • View or edit project baseline properties.
To save a baseline in
CA PPM
, you must have the access rights to modify baselines for the project.
Multiple Baselines with Master Projects and Subprojects
When you set the baseline for a master project, you also set it for the project's subprojects. The master project's baseline data is an aggregation of its own baseline data and its subprojects. It is dynamically aggregated at the time you set the baseline. The master project's resource baseline data is an aggregation of the team baseline data.
When you open a master project that you have not baselined, but one of the subprojects has been baselined, the current baseline for that subproject is displayed in views. For example, if you have a master project with two subprojects, Subproject1 and Subproject2, and only Subproject1 has a current baseline, Baseline1. You rename that baseline and you baseline a selected task in Subproject2. Then Subproject1's baseline is deleted and is replaced with Subproject2's baseline. Subproject2's baseline is marked as the current baseline.
If you are using Open Workbench with
CA PPM
 and you create multiple baselines for a master project, a baseline (Baseline1) is created for the master project and its subprojects. When you save the master project back to
CA PPM
, the baseline data for the master includes the values from the subprojects. For example, if you have a master project that has a task with 5 hours of ETC, and its two subprojects have a task with 10 hours ETC each, then on saving the project back to
CA PPM
, the master project baseline usage is 25 hours.
If you open a master project that you have baselined, and then add a new subproject, the existing subproject's current baseline is saved. If you baseline the master project, the subproject's baseline is replaced by the new baseline. If the master project's subprojects have more than one baseline, the baseline that is marked as the current baseline displays in views.
To keep master project baselines in sync with the subproject baselines, do not change baselines that are marked current without first changing them in
CA PPM
. When you open a
CA PPM
project in Open Workbench, all baseline data that is defined in
CA PPM
is loaded into Open Workbench.
Set Multiple Baselines
When you maintain multiple baseline versions, the current version is the version from which earned value analysis (EVA) is measured. You can change the current version any time. You can set multiple baselines and can save the project back to
CA PPM
. By default, when you create a new baseline, it is selected as the current version. You can choose to select another baseline to be the current version.
When you create a new baseline, the name and code of the new baseline by default is baselineN, where N is an incremental number starting at 1. Double-click the cell to change the value.
Follow these steps:
  1. Open the
    Project
    ribbon.
  2. Click
    Manage
    in the
    Baselines
    group.
  3. Click
    New
    to add a new baseline to the grid. This baseline is selected as the current baseline version.
    • Code
      Defines the code for the baseline.
    • Name
      Defines the name of the baseline.
    • Description
      Defines the description of the baseline.
  4. Click
    OK
    .
Analyze Data in Multiple Baselines
You can create a baseline to analyze the impact of the additional work. When you select only a few of the project tasks and baseline, the baseline values are updated for those tasks. The summary level baseline information remains the same until you update the baseline for the selected summary task, or the entire project. Use the summary level baseline to analyze the changes that have occurred at that level, even though they do not show at the task level.
Clear Baseline Values
Use the
Set Baseline
dialog to clear the baseline values or to rebaseline. Clearing baseline values replaces the existing baseline data that has been set for all of the tasks in a project, all of the tasks in the active view, or a selection of tasks. If you are using Open Workbench with
CA PPM
, save the project to
CA PPM
 after you clear the current baseline values.
Follow these steps:
  1. Open the
    Project
    ribbon
  2. Click
    Define
    in the
    Baselines
    group.
  3. Select one of the following options in the
    Scope
    section:
    • Project
      to clear the baseline of all the tasks in the current project.
    • View
      to clear the baseline of the tasks in the active view.
    • Selected Task(s)
      to clear the baseline of the selected tasks.
  4. Select
    Clear
    in the
    Baseline Settings
    section and click
    OK
    .
  5. Click
    Yes
    to accept the change when prompted with a warning that clearing the baseline replaces your existing baseline data.
Delete Baselines
Use the
Multiple Baselines
dialog to delete a baseline or to edit your baseline. If you want to delete a previous baseline but that baseline is marked as current, clear the
Current
field before deleting. You can only delete the current baseline if it is the only baseline listed.
Follow these steps:
  1. Open the
    Project
    ribbon.
  2. Click
    Manage
    in the
    Baselines
    group.
  3. Select the baseline row you want to delete, and click
    Delete
    .