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Baselines Dialog Box

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Clicking Baselines Display Baselines in the Activities toolbar opens the Baselines dialog box.

If you have the required privilege, you can add and delete baselines, view baselines of multiple projects, edit a baseline name or type, and choose the Project Baseline.

All users who have access to the Baselines dialog box can choose a Primary Baseline and see which baseline is currently designated as the Project Baseline.

Baseline Types

You can assign each baseline a type to categorize its purpose, for example, for initial planning or project status.

Baseline types that display are defined by your P6 administrator in the Admin Categories dialog box of the Project Management module.

Examples of baseline types that your P6 administrator can set for you to select include: customer sign-off, initial planning, management sign-off, mid-project status, and what-if baselines.

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View baselines

The Baselines dialog box lists project grouping bands.

Select a project baseline, then click Expand all Expand to display baselines that were created for a project.

Click Collapse Collapse to close a project tree and hide baselines of the project.

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Create a new baseline

  1. Select the project to which you want to add a new baseline, then click Add Baseline Add Baseline.
  2. Double-click in the Baseline Name field of the new row and enter a name for the new baseline.
  3. Click in the Baseline Type field of the new row and select the type of baseline from the list.
  4. Click Save Savein the Activities toolbar.

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Choose the baseline to use

When viewing live data, you can view and compare data against two baselines: the Project Baseline and a Primary Baseline. When viewing summarized data, you can view and compare only against the Project Baseline.

If you have access to the Baselines dialog box, you can choose a Primary Baseline. To specify the Project Baseline, you must have the required privilege.

Choose a baseline

For each project band displayed, you can set the project and primary baseline fields by choosing an existing baseline from the Project Baseline and Primary Baseline drop down lists.

If no Project or Primary baselines have been created for the project, the placeholder <Current Project> appears in the Project Baseline and Primary Baseline lists.

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Copy a baseline

Copy a baseline to create a duplicate of an existing baseline. In this manner, you can create a new baseline from an existing one, customize it, and keep the original baseline.

  1. Click the name of the baseline you want to copy.
  2. Click Copy baseline Copy.
  3. The new baseline displays in the list.

  4. Rename and modify the new baseline to customize it.

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Delete a baseline

  1. Select a project and click Expand Expand all to locate the baseline you want to remove.
  2. Select the baseline and click Delete Delete.

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Field Definitions

Save - Save
Saves your changes.
Cancel - Cancel
Restores the dialog box to its previous state without saving your changes.
Add Baseline - Add Baseline
Adds a new baseline to a selected project.
Delete - Delete
Deletes a selected baseline.
Expand all - Expand
Expands a project to show its baselines.
Collapse - Collapse
Closes the project tree and hides related baselines.
Close dialog box or Exit dialog box
Closes the dialog box. If you have not saved changes previously, you are prompted to save your changes.
Baseline Name
Shows the name of a listed baseline and enables you to enter a name for a new baseline.
Baseline Type
Shows baseline types your P6 administrator defined in the Admin Categories dialog box of the Project Management module. From the list, you can select a baseline type for a new baseline.
Data Date
Shows the project data date associated with the baseline.
Project Baseline
Displays and allows you to set the project baseline that the selected project uses.
Primary Baseline
Displays and allows you to set the primary baseline that the selected project uses.