Creating Baseline Types
Create baseline types to label and standardize the use of baselines across all projects at your organization.
Example: Your organization has a quality process that requires all projects to be baselined after their initial planning phase. Create a baseline type called Initial Planning Baseline and move it to the top of the sort order. Project users can later label the baselines they create after planning with this type designation and use it to identify particular baselines going forward.
To create a baseline type:
- Click the
Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data. - In the Enterprise Data pane, expand Projects and click Baseline Types.
- On the Baseline Types page:
- Click
Add (Insert). - In the Type field, double-click and type a unique type.
- Click
Save (Ctrl+S).
Tips
- Click the Move Up or Move Down arrows to adjust the sort order. When users work with baselines in other parts of the application, the Baseline Type field will show them in this sequence. These buttons are available only when the list is not sorted alphabetically.
- To change the name of a baseline type, double-click it and enter a new name. The change applies to any projects with baselines of that particular type.
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