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Planview Customer Success Center

About Baselines

A baseline is a "snapshot" of your key project plan values, such as allocations, status, start and target dates, duration, costs, and revenues. Baselines are useful for tracking project progress since they contain point-in-time data that you can compare against updated information as the project progresses over time. You can view baseline data at any time, and can report on baseline-to-baseline data and baseline-to-current plan data in order to monitor the progress of the project or iden­tify changes in project scope.

In addition, you can compare a baseline-to-current plan data right on the project Staffing screen. See Comparing Baselines to Current Resource Staffing for more information.

When to Create a Baseline?

It is best to create a baseline once the project plan has been fine-tuned and approved by all project stakeholders. The baseline should include the best and most accurate budgets and/or estimates for the project plan including duration, start and target dates, costs, and revenues.

Baseline data that is consistently different from your current project plan may indicate that your original plan was not accurate or has changed. Normally, differences occur if the project scope or project time­line has changed. If project stakeholders make changes, you can update the project plan and create a new baseline that reflects those changes.

You can also create baselines to track the progress of the project as milestones are completed to determine whether the project is on schedule and within budget.

Note that if you make wholesale changes to your project estimates by using the Re-plan feature on the Staffing screen, you will be given the option to create a baseline before the changes are executed. See Shifting Allocation Dates for more information.

Baseline Reports

In addition to the on-screen comparison of a baseline to the current project values, baseline reports give you access to all baseline info and content. Having access to this data gives you the ability to quickly compare and contrast baseline-to-base­line and baseline-to-current plan values so that you can understand changes to your project plan and variances between what was planned and what actually transpired. Baseline reports are available at the project and at the summary task level, giving you detailed and flexible access to baseline data for any project.

To create a baseline report, use the Project/Project report source. For more information about creating reports, see About Reports.

Who can create a Baseline?

The following users can create and edit baselines:

  • Admin Organization team members

  • Project Owners

  • Project Team members with "Can edit this project" and "View Rollups" rights

The following users can view baselines and create and view baseline reports:

  • Admin Organization team members

  • Project Owners

  • Project Team members with "View Rollups" rights