Introduction
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Table of Contents |
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Introduction
You can set baselines and track deviations from the initial schedule .
Baselines can be synchronized with Jira. The synchronized fields can be added to the column views.
You can create to assess the project's performance.
Create and delete baselines for all the tasks in the scope of the box or selected tasks only. Baselines are displayed as bold lines and show the position of the task under tasks. Baseline dates reflect the task position at the moment of creating the adding a baseline.
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Synchronization with Jira
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Baseline fields in column views
The Baseline start date and Baseline end date fields determine the start and end position of the task’s baseline on the timeline. The following field types can be synchronized:
Date Picker
Date Time Picker
Date Time Picker fields are only available on Jira Server / Jira Data Center versions.
By default, the Baseline start date and Baseline end date custom fields are selected. The fields are created during the BigGantt installation.
Enable synchronization
A Jira admin can synchronize baselines with Jira:
Open BigGantt.
Click the wrench button icon in the top-right corner.
Select General.
Navigate to the Fields section.
Find:
Baseline start date field
Baseline end date field
Select fields from the drop-down menu to synchronize with.
Click Save to confirm.
Disable synchronization
A Jira admin can disable the synchronization of baselines with Jira:
Open BigGantt.
Click the wrench button icon in the top-right corner.
Select General.
Navigate to the Fields section.
Find:
Baseline start date field
Baseline end date field
Select the Not Synchronized option for both fields.
Click Save to confirm.
Baseline fields in column views
The Baseline start date and Baseline end date built-in fields can be used when synchronizing with different tools. These fields show the baselines from all connected platforms in a single column.
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are stored in BigPicture. Field mapping is NOT available for baseline start/end date - this means that data is stored only in BigPicture and is NOT synchronized with monday board columns.
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Baseline dates reflect the task position at the moment of adding a baseline.
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Show/hide baselines
Go to the Gantt module
Click the View menu icon
Select the Baselines option
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Who can manage baselines?
A box admin can determine who can create, edit and delete baselines. Other users are still able to view baselines.
The permission to manage baselines can be granted to:
Box Admin and Box Editors (default)
Box Admins
Baseline permissions are edited in Box Configuration > Tasks > Baselines.
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Actions
Create baselines for all tasks
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Baselines work for tasks that have start and end dates. Baselines A baseline CANNOT be created for a task with only one date. |
View baselines
To display baselines on the timeline:
Navigate to the Gantt module.
Click the View menu icon in the top-left corner.
Check the Baselines option.
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Create baselines for all tasks
To create baselines for all tasks shown in the issue list (WBS):
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without dates. |
Go to the Gantt module.
Click the Data menu icon in the top-left corner.
Select the Baselines > Create option.
Click Overwrite to confirm.
Delete baselines
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of all tasks
To delete baselines for all tasks shown in the issue list (WBS):
Navigate Go to the Gantt module.
Click the Data menu icon in the top-left corner.
Select the Baselines > Delete option.
Click Delete to confirm.
Create a baseline for a single task
To create a baseline for a single task:
Navigate Go to the Gantt module.
Right-click on the task a task
on a timeline OR
on the
task list
Select the Baseline > Create option.
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Delete a baseline
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of a single task
To delete a baseline for a single task:
Navigate Go to the Gantt module.
Right-click on the task a task
on a timeline OR
on the
task list
Select the Baseline > Delete option
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Tasks without dates
Existing baselines are unaffected when the start/end date of a task is removed.
Baseline dates are based on the start/end dates of a task. You can’t create a baseline for a task without dates.
Limitations
You cannot create multiple baselines for tasks.a task.
You can’t create a baseline for a task without dates