Create and Manage Project Baselines

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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.
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Create a Project Baseline
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You can create baselines for the entire project from the Baselines module. 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 are 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. Log into Clarity and open a project by using the
    Projects
    or
    Project Tiles
    page.
  2. Click the
    Baseline
    module. You will only see the module if your administrator has added it to the blueprint.
  3. Click
    Add Row
    .
  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
    • 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 displayed 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 for your first  baseline
  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 displayed 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 the 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.
Create an Initial Baseline With Costs
Follow these steps to create an initial baseline with costs:
  1. Create a Project with Staff, Tasks, Assignments.
  2. Set up the Project Financial Properties to associate Rate and Cost Matrices for all resource types.
  3. Execute the Rate Matrix Extraction job.
  4. Update Earned Value and Cost Totals job or use the update Update Cost Totals action if you have access to it.
  5. Create the Project Baseline.
Leveraging Capabilities of the Common Grid
Some of the key actions you can perform by using the grid are:
  • Add attributes to the grid by using the column panel
    The Column Panel displayed attributes associated with Baselines. You can select various attributes to add them to the grid. To learn more about using the column panel in the grid, see Common Components.
  • View more information about an investment by using the DETAILS panel
    You can view more information about the baseline by using the DETAILS panel. The panel is available as a two-column layout, and you can resize it to take up 75% of the screen. The Details layout allows you to include two fields per row. You can horizontally drag any field to occupy one or both columns.
    Clarity
    will append the attribute label’s investment type when you add attributes associated with specific investments in the DETAILS panel. To learn more about using the DETAILS panel in the grid, see Common Components.
  • Analyze investments by using the Filter and Search options
    You can use the Search and the Filter options to identify various baselines based on your requirements. To learn more about using the Filter and Search options, see Common Components.
  • Personalize the grid and save your view
    Clarity
    allows you to save and modify multiple views that help you achieve your business goals. Some of the key actions you can perform are:
    • Save an existing configuration in the grid
    • Update existing views, by using the Quick Save functionality
    • Access views saved by other users if they have shared it
    • Mark relevant views as favorites so that you can access them easily
    • Select default views
    When you save a view, it will not be available across other hierarchies.
  • Collapse Related Rows by Grouping Attributes
    You can collapse related rows by using the Group By option. The grid allows the grouping of data based on any attribute.
  • Export Data to CSV
    You can export the common grid data to a CSV file. If your view includes 500 or fewer rows, your new CSV export file is produced immediately. If your view has more than 500 rows, you will see a notification and can download the CSV file in a few minutes. To learn more about using the Export to CSV option, see Common Components.