| Table of Contents |
|---|
Introduction
You can set baselines and track deviations from the initial schedule to assess the project's performance.
Create and delete baselines for all the tasks or selected tasks only. Baselines are displayed as bold lines under tasks. Baseline dates reflect the task position at the moment of adding a baseline.
...
...
Baseline
...
fields
...
Baseline fields in column views
The Baseline start date and Baseline end date are available as built-in fieldsstored 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 any other platformmonday board columns.
Actions on baselines
| Excerpt | ||
|---|---|---|
| ||
Baselines apply to tasks that have start/end dates. Baselines CANNOT be created for a task with only one date. |
View baselines
To display baselines on the timeline:
...
Baseline dates reflect the task position at the moment of adding a baseline.
...
Show/hide baselines
Go to the Gantt module.
Click the View menu icon in the top-left corner.
Check the Baselines option.
...
Select the Baselines option
...
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.
...
Actions
Create baselines for all tasks
To create baselines for all tasks shown in the issue list (WBS):
...
| Excerpt | ||
|---|---|---|
| ||
A baseline CANNOT be created for a task 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
...
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 a task
on
a timeline OR
on the task list
Select the Baseline > Create option.
...
Delete a baseline
...
of a single task
To delete a baseline for a single task:
Navigate Go to the Gantt module.
Right-click on the a task
on
a timeline OR
on the task list
Select the Baseline > Delete option
...
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 a task.
You can’t create a baseline for a task without dates