Clicking 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.
Notes:
- If no baselines exist for the project, the current project is used as the Project and Primary baseline.
- For live data displays, such as the Projects > Activities page, if you have the required privilege, you can choose to calculate earned value data from the Project Baseline or Primary Baseline. The baseline used for earned value calculation is specified on the Projects > Details >Settings page.
- For information about the difference between Project and Primary Baselines, see Baseline Overview.
I want to
- View baselines
- Create a new baseline
- Choose the baseline to use
- Copy a baseline
- Delete a baseline
- Review field definitions
View baselines
The Baselines dialog box lists project grouping bands.
Select a project baseline, then click Expand to display baselines that were created for a project.
Click Collapse to close a project tree and hide baselines of the project.
Create a new baseline
- Select the project to which you want to add a new baseline, then click Add Baseline
.
- Double-click in the Baseline Name field of the new row and enter a name for the new baseline.
- Click in the Baseline Type field of the new row and select the type of baseline from the list.
- Click Save
in the Activities toolbar.
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.
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.
- Click the name of the baseline you want to copy.
- Click
Copy.
- Rename and modify the new baseline to customize it.
The new baseline displays in the list.
Delete a baseline
- Select a project and click Expand
to locate the baseline you want to remove.
- Select the baseline and click Delete
.
Field Definitions
- Save
- Saves your changes.
- Cancel
- Restores the dialog box to its previous state without saving your changes.
- Add Baseline
- Adds a new baseline to a selected project.
- Delete
- Deletes a selected baseline.
- Expand
- Expands a project to show its baselines.
- Collapse
- Closes the project tree and hides related baselines.
or
- 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.