Project Baselining

Projects

 

To enable the project details section in Activity Center, make sure the 'Enable old details pages for projects and activities' option is disabled.

 

Suppose you want to make sure that your project is always on the beam in terms of start and end date, so that adding new activities will not affect the project's timetable in a way which may be detrimental to project's time performance.

This is what the baseline is for.

The baseline in Easy Projects refers to a snapshot of the project's start and end date at a given moment. This allows the project manager to include baseline-related fields in a custom report via the Report Generator and thus compare it with the current start and end dates. This gives a perspective to how well the project adheres to the baseline plan.

Normally the baseline is captured right before the start of the project so that a reference point is established before the project starts. Then, at a point when some major changes has been introduced into the project's plan of implementation, the baseline can be updated by re-capturing it so as to have a new reference point. The previous baseline is overwritten in the process.

 

To capture the baseline of a project :

 

1.

Log in to your Easy Projects account.

2.

Select Projects & Tasks | Activity Center.

3.

Click the name of the project whose baseline you want to capture.

4.

In the project details section, click the More actions button (More options button ).

5.

Click 'Capture Baseline'.

6.

If the baseline is captured successfully, a message will be displayed.

7.

Upon successful capture, the 'Capture Baseline' menu item is replaced with 'Overwrite Baseline ([Date of the previous baseline capture]).

 

 

 

 

 

 

 

Updating baseline (Overwrite baseline)

 

If the baseline you first set seems to be too hard to meet in the sense that adding new tasks leads to deviations from the baseline too often, you may want to set a new baseline at the time when the project is doing well in terms of time performance. In other words, you may occasionally need to update your current baseline. This may also be required if your project has changed scope-wise, or it has turned out that you need more resources than you originally planned for. You may need to check with your project stakeholders and consider setting a new baseline.

You can capture the baseline as often as you like, with the current baseline being overwritten in the process. This is called baseline updating or overwriting. The capture date of the current baseline is given in parentheses on the More actions menu in the project details section (see illustration above).

 

To update/overwrite the current baseline:

 

 

1.

Log in to your Easy Projects account.

2.

Select Projects & Tasks | Activity Center.

3.

Click the name of the project whose baseline you want to re-capture.

4.

In the project details section, click the More actions button ().

5.

Click 'Overwrite Baseline'.

6.

If the baseline is captured successfully, a message will be displayed.

7.

Upon successful capture, the baseline capture date is updated to that of the one just captured.

 

 

Audit trail log record

 

As with most changes made to a project, baseline capture is recorded in the project audit trail log for future reference.

As a result, you can view the whole history of baseline captures performed during the project lifetime.

 

Baseline report

 

To produce a report containing baseline-related details, use Report Generator.

The following baseline-specific fields are currently available:

 

Project Baseline Start Date;

Project Baseline End Date.

Project Start Date Variance

Project End Date Variance

Activity* Baseline Start Date

Activity* Baseline End Date

Activity* Start Date Variance

Activity* End Date Variance

 

* Activity here refers to activities in general ('All Activities' is selected in the Generate report from field), or tasks, issues and requests ('Tasks', 'Issues', or 'Requests' is selected  in the Generate report from field). Refer to Report Generator to learn more.

 

To generate a project baseline report:

 

1.

Log in to your Easy Projects account.

2.

Select Reports | Report generator on the header menu.

3.

Click 'Create new report'.

4.

Give a name to the report.

5.

Select 'Projects' in the Generate report from field.

6.

Select type of report, and page orientation under Show as and Page orientation, respectively.

7.

Under Key information, click '+ Add field'.

8.

Select Baseline End Date and Baseline Start Date among the Project fields.

9.

Select any other fields, according to the layout of the report you wish to generate.

10.

Click 'Save & Run' to save and view the report.

 

 

An activity baseline report is generated in a similar way. The difference is the value selected in the 'Generate report from' field (All Activities, Tasks, etc.), and the data source fields, selected via '+ Add field' button (pertaining to all activities, tasks, issues or requests).