Create a Baseline Version

The scheduler allows project managers to grab a snapshot of the project schedule at any time and save it as a schedule baseline revision. Each baseline revision is numbered sequentially.

• General contractors create baseline versions of the project's master schedule, that includes all tasks assigned to different contractors, at that point in time.
• Subcontractors can create baseline revisions for their own contractor schedule with the tasks that they created as subtasks to those received from the general contractor. 
• Once created, you can assign a color to the baseline version to indicate it in the Gantt chart in the comparison view.

To create a schedule baseline

• Ensure that you are in the grid view of the 'Schedule' module. If not,
  • Ensure that you are on the management console of the project
  • Click the app launcher icon in the top-right and select 'Schedule'
  • Select 'grid' from the left

• Click the 'Baseline' icon on the top.

• Enter a label for the baseline version. The name will be prefixed with 'Baseline_date_stamp'.
• Click 'Create.'

The scheduler saves the snapshot of the current schedule as a baseline version. You can view the baseline version in the 'Baselines' screen.

• Click 'Baseline' from the left menu.

The newly created baseline is listed next to the current version (that is, serial number 2. The version is now ready to be compared with any other previous versions or the current schedule version.

Assign an identification color to a baseline version

To enhance visualization and comparison, you can associate each baseline version with a unique color. This color coding is reflected in the Gantt chart, making it easier to distinguish and understand schedule items and their timelines within different baseline versions. See View and compare baselines to learn more.

• The current schedule version is always displayed in black. This setting cannot be changed.

To assign a color to a baseline version

• Click the color dot in the row of a baseline version
• Use the color picker to select the color
• Alternatively, specify the color using HEX, RGB, or HSL codes.
  • Use the top and bottom arrows to select the color system
  • Enter the codes in the respective boxes