This mixed media article covers best practices and concepts around baselines in Portfolio and Resource Management.
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Key Concepts and Best Practices
You can create and save for informational and comparative purposes. After the project is approved, a baseline should be set to track variance between the baseline approved schedule and effort and the current plan (Figure 1).
A new baseline is normally captured after a significant change is approved. The project manager is typically responsible for defining which baseline is to be marked as the active baseline. The active baseline is used for reporting throughout the system, as well as in the Gantt chart column set. Only one baseline can be marked as active for each project.
Updating a baseline is preferred over creating a new baseline when a minor change needs to be made. For example, in cases where only one phase is affected and the finish date of the overall project has not moved, the assumption will be that original phase scope is not required for variance measure, or that resourcing changed but total effort did not. Baselines can be locked, and the ability to unlock the baseline can be restricted by administrators.
The schedule engine should be run to ensure that the critical path has been updated before creating a baseline.
A temporary baseline can be saved before running the progressing engine each week. This allows comparison of the schedule after progressing, to see what schedule impacts there were before running critical path methodology (CPM). Be sure to set the original baseline to active again after this.
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