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Creating and Using Baselines

Save a baseline of your schedule and compare current dates against it.

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Written by Jacob Giguere

A baseline is a saved copy of your schedule's planned dates. Once you set one, you can compare where tasks are now against where you planned them, and see which work has slipped.

Create a baseline

  1. Go to Baselines > Manage baselines.

  2. Click the + icon.

  3. Give the baseline a name, for example "Original plan" or "Rev 1 - Nov", and pick a color for its bars.

  4. Save it. The baseline appears in the list with the date it was added.

Use the pencil icon to rename a baseline or change its color, and the trash icon to delete it.

Show a baseline on the Gantt chart

  1. Open the Baselines menu.

  2. Pick the baseline you want to compare against. Choose None to hide baselines.

  3. To add baseline columns to the task grid, go to View > Baseline Columns.

When to set a baseline

  • When the schedule is approved, before work starts.

  • After a major re-plan, so you can track against the new plan.

Baselines also unlock more schedule health checks. Brena's DCMA dashboard needs a baseline for the Missed Tasks, CPLI and BEI checks. See Checking Schedule Health with Brena.

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