Baselines

Owned by Anna Ciepłota
Last updated: Apr 15, 2024
3 min read

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. Baselines are displayed as bold lines under tasks. Baseline dates reflect the task position at the moment of adding a baseline.

Baseline fields in column views

The Baseline start date and Baseline end date 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.

Baseline dates reflect the task position at the moment of adding a baseline.

Show/hide baselines

  1. Go to the Gantt module

  2. Click the View menu icon

  3. 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

A baseline CANNOT be created for a task without dates.

  1. Go to the Gantt module

  2. Click the Data menu icon

  3. Select the Baselines > Create

  4. Click Overwrite to confirm

Delete baselines of all tasks

  1. Go to the Gantt module.

  2. Click the Data menu icon

  3. Select the Baselines > Delete

  4. Click Delete to confirm

Create a baseline for a single task

  1. Go to the Gantt module

  2. Right-click on a task

    1. on a timeline OR

    2. on the task list

  3. Select the Baseline > Create

Delete a baseline of a single task

  1. Go to the Gantt module

  2. Right-click on a task

    1. on a timeline OR

    2. on the task list

  3. Select the Baseline > Delete

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