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Planview Customer Success Center

Creating, Editing, and Deleting Project Baselines

Users with All Project Categories > Edit > Baselines can create or edit baselines (note that the View rollups permission is automatically enabled when you select either All Project Categories > View > Baselines or  All Project Categories > Edit > Baselines permissions). To delete baselines, you must have Project > Delete > Baselines permission. Note the examples above are global permissions (apply to all project baselines). You can set the same permissions per project category; for example, MyProjectCategory > Edit > Baselines.

To create a project baseline

  1. Navigate to the project you want to create a baseline for and click the Baselines section link.
  2. Choose Menu > New.
  3. Enter the following information:

Field

Description

Baseline Title

Enter a meaningful title. The title will be displayed on the All Baselines view, as well as in the Baseline droplist on the Staffing screen, Baseline View.

Default Baseline

(Optional) Select Default Baseline to make this baseline displayed in the Baselines view on the Staffing screen. In addition, when running baseline reports, the default baseline data will ordered first, following the current plan values. Later on you can mark any baseline as the default baseline. Only one baseline can be marked as the default.

Baseline Description

(Optional) Enter a description of the baseline.

  1. Click Save.

To edit a project baseline

You will be able to edit the baseline info only (Title, Description), as the baseline content can­not be edited.

  1. Navigate to the project whose baseline you wish to edit and click the Baselines section link.
  2. Click the title of the baseline that you wish to edit and click Edit.

You can bulk edit baselines by doing the following:

  1. Select the checkbox next to the baseline(s) that you wish to edit.
  2. Choose Menu > Edit.

If there is not an Edit option available, you do not have rights to edit the baseline.

To delete a baseline

  1. Navigate to the project whose baseline you wish to delete and click the Baselines section link.
  2. Click the title of the baseline that you wish to delete and click Delete.

You can bulk delete baselines by doing the following:

  1. Select the checkbox next to the baseline(s) that you wish to delete.
  2. Choose Menu > Delete Items.
  3. Confirm that you want to delete the baseline(s)

If there is not a delete option available, or if a checkbox can not be selected, you do not have rights to delete the baseline(s).