Baseline Versions

Baseline Versions takes a snapshot of new Baseline values (Start Date, Due Date, Work, Duration, Budgeted Cost, Expected Revenue) and stores as a Baseline Version linked to the Baselined Project. Expose the Baseline Versions for project management monitoring and control purposes, and run charts on Project Baseline Versions to visualize project changes over time.

Specification: Clarizen Apps, Core Apps

Categories: IT, Professional Services, Project Management, Research and Development

Capabilities: Project Execution

About This App

Baseline Versions takes a snapshot of new Baseline values (Start Date, Due Date, Work, Duration, Budgeted Cost, Expected Revenue) and stores as a Baseline Version linked and visible on the Baselined Project. Each Work Item in the project also has its own previous values stored and linked.

Clarizen standard functionality stores the last Baseline values on a Project which you can compare against in Project Details, on Gantt or Roadmaps.

Baseline Versions stores as many versions as you require and you expose the Baseline Versions panel for project management monitoring and control purposes and create charts on Baseline Versions to visualize project changes over time. In addition to the standard Baseline fields, the snapshot captures the Schedule Status and Budget Status at the time of the baseline.

When a Project Manager triggers a change to the Project’s Baseline Creation Date by using the Set as Baseline button, a workflow rule on Projects is triggered and stores the latest values as a Baseline Version.

The Baseline Version are stored as “Data Objects” linked to the relevant projects via the Baseline Versions relationship which can be easily seen in Reports and exposed on Project Layouts.

Usage

  • As the information stored in the Baseline Versions is mainly of interest to Project Managers, it is helpful to create a Project Manager Profile on which to expose the Baseline Versions panel.
  • The Baseline Cost and Baseline Revenue fields are Financial fields and not visible to users without Financial permissions.
  • Most of the fields on the Baseline version are locked for manual editing. Use the editable Description field to add short descriptions, for example, the reason why a new baseline was set.
  • The Baseline Version’s Name field is left editable for manual update, or can be either set by the App’s Workflow rule
  • Extend the data captured by the snapshot (such as Actual Cost and Actual Revenue) by adding them to the Data Object via Configure screens and have them populated by the Workflow rule.

Best Practices for working with Baselines

When you set a project Baseline, Clarizen calculates and stores Baseline Variances for all 6 core fields (Start Date, Due Date, Work, Duration, Budgeted Cost, Expected Revenue). Use Conditional Formatting to highlight meaningful changes to scope, dates and financials.

Other Recommended Apps

  • Activity Stream – track and review the incremental changes made to dates, work scope in a work item’s discussion thread
  • Auto Baseline – automatically set a baseline when activating a Project from Draft