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Baselines in P6

The document provides instructions for creating and managing baselines in Microsoft Project. It describes how to create a new baseline by making a copy of the current project or converting another project. It also explains how to use the Maintain Baselines dialog box to create, delete, or restore baselines, and the Assign Baselines dialog box to assign project, primary, secondary, and tertiary baselines to a project.

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Hammad Ahmed
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44 views3 pages

Baselines in P6

The document provides instructions for creating and managing baselines in Microsoft Project. It describes how to create a new baseline by making a copy of the current project or converting another project. It also explains how to use the Maintain Baselines dialog box to create, delete, or restore baselines, and the Assign Baselines dialog box to assign project, primary, secondary, and tertiary baselines to a project.

Uploaded by

Hammad Ahmed
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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August 

17, 2009  BASELINES

Create a baseline
1. Open the projects for which you want to create a baseline.
2. Choose Project, Maintain Baselines, then, if more than one project is open, select the
projects for which you want to create a baseline.

If you want to copy the current project as a new baseline, you can select multiple
projects; a baseline will be created for all selected projects. If you want to convert another
project to a baseline, you can select only one project.

3. Click Add.
4. Choose to save a copy of the current project as a new baseline or convert another project
into a baseline of the current project, then click OK.

If you choose to convert another project, select the project in the Select Project dialog
box, then click the Select button.

Tip

• Before converting a project to a baseline, if you still want to have access to the original
project, you should make a copy of it. Once you convert a project to a baseline, it is no
longer available in the project hierarchy. You can restore a baseline, making it available
again as a separate project in the project hierarchy (see Modify a baseline manually). You
can also update a baseline with new/modified data from the current project (see Update a
baseline).

Notes

• When you save a copy of the current project as a new baseline, the baseline title uses the
project name and a suffix of -Bx, where x equals 1 for the first baseline you save for a
project, 2 for the second, and so on. You can change the baseline name.
• When you choose to convert another project to a baseline, the project you want to convert
cannot be open or have baselines assigned to it. The converted project's name is used as
the baseline name.

Maintain Baselines dialog box


Use the Maintain Baselines dialog box to create, delete, or restore baselines for the open project.

1  BASELINES| Parsons 

 
August 17, 2009  BASELINES

Project Name/Baseline Name: Identifies the original project on which the baseline was created
and all baselines created for that project.

Baseline Name: Displays the name of the selected baseline. Edit the name in this field.

Baseline Type: Lists the baseline's type. Baseline types are created by the administrator and can
be used to categorize baselines. Click the down arrow to select a type.

Data Date: Lists each baseline's data date. To sort the display by data date, click the Data Date
column label.

Last Update Date: For baselines that have been updated using the Update Baseline utility, this
field displays the date and time the selected baseline was last updated. When you create a new
baseline from a copy of the current project, this field shows the date and time the baseline was
created (until you update the baseline). This field is empty when you convert another project as
the baseline for the current project, restore a baseline, or upgrade to the current version of the
module (until you update the baseline).

Add: Click to save the current state of the project as a new baseline for the current project or
convert another project into a baseline of the current project.

Delete: Deletes the selected baseline.

Update: Opens the Update Baseline dialog box. In the dialog, you can select the data you want
to automatically update for the selected baseline, then run the Update Baseline utility. Use the
Update Baseline utility to update activity and project-level data for an existing baseline.

Restore: Restores the selected baseline as a separate project that you can manually modify.

Assign Baselines dialog box


Use the Assign Baselines dialog to assign project, primary, secondary, and tertiary baselines to a
project.

Project: Lists all open projects. Select the project to which you want to assign baselines.

2  BASELINES| Parsons 

 
August 17, 2009  BASELINES

Project Baseline: Lists the available baselines for the selected project. Select the baseline to use
as the project baseline. If a baseline does not exist, the current project is the default value.

User Baselines

Primary: Select the primary baseline from the list of available baselines. If a baseline does not
exist, the current project is the default value.

Secondary: Select the second baseline from the list of available baselines. A second baseline is
not required.

Tertiary: Select the tertiary baseline from the list of available baselines. A tertiary baseline is
not required.

OK: Click to assign the selected baselines to the selected project.

Cancel: Closes the dialog without saving your changes.

3  BASELINES| Parsons 

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