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Introduction
To assess the performance of your project over time, you can set Baselines and track deviations from your initial schedule.
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You can create and delete Baselines for all the tasks in the box's scope of the Box or for selected tasks only. They are displayed as bold lines, showing the task's position of the task at the moment of creating time the Baseline is created.
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Viewing Baselines
To display Baselines on the timeline, go to View > → Show > → Baselines.
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Baseline permissions
A box admin can determine who can create, edit, and delete baselines. Other users are can still able to view baselines.
The permission to manage baselines can be granted to:
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Baseline permissions are edited in Box Configuration > → Tasks > → Baselines.
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Baseline versioning
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Baselines work for tasks that have with start and end dates. Baselines ; they CANNOT be created for a task tasks with only one date. |
Permissions
In the Box settings, → Tasks, → Baselines, you can set the Baseline permissions:
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A user with a Box Admin or higher permissions can set the permissions to create and delete baselines. The permission scope can be set to either “Box Box Admin and Box Editors” Editors (the default option) or “Box Admin” Box Admin.
Task Baseline Creation
Once your schedule is ready, you can create a Baseline schedule or, in other words, Baselines for all tasks shown in the issue list (WBS). Alternatively, you can create a Baseline by editing the synchronized fields directly.
To create Baselines, go to Data > → Baselines > → Create or Delete.
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All items
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To create or delete a Baseline for selected tasks only, right-click on the task or use the vertical menu that appears when you select the task. Remember to enable Baselines afterward.
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