Save or update a baseline plan

Before you start tracking your schedule, you may want to save a baseline plan (baseline plan: The original project plans [up to 11 per project] used to track progress on a project. The baseline plan is a snapshot of your schedule at the time that you save the baseline and includes information about tasks, resources, and assignments.) so you can compare this information to your up-to-date schedule later in the project. When you add tasks to your project or change other information, you can update a baseline plan, and roll up updated baseline data to summary tasks.

 To save or update a baseline plan in an enterprise project (enterprise project: A project that is stored in Project Server to ensure information integrity. To make changes to an enterprise project, users with access permissions are required to check it in and out from Project Server.), you must be connected to Microsoft Office Project Server 2003 and you must have permission to save a baseline. See your administrator (administrator: Sets up and manages user accounts, assigns permissions, and helps users with network or server access issues. This person can also manage and customize various elements in Project Professional and in Project Server.) about permission settings.

ShowSave or update a baseline for selected tasks

  1. On the View menu, click Gantt Chart.
  2. In the Task Name field, select the tasks you want to include in your baseline plan.

To select adjacent tasks, hold down SHIFT, and then click the first and last tasks you want. To select nonadjacent tasks, hold down CTRL, and then click the tasks you want.

  1. On the Tools menu, point to Tracking, and then click Save Baseline.
  2. Click Save baseline, and then click the baseline you want to save.
  3. Under For, click Selected tasks.
  4. Under Roll up baselines, select how you want baseline data to roll up:
    • If you want updated baseline data for the selected tasks (and all other subtasks that share the same summary task) to be rolled up to those tasks' summary tasks, select the To all summary tasks check box. Otherwise, summary tasks baseline data may not accurately reflect subtask baseline data.
    • If you want selected summary tasks' baseline data to be updated to reflect either deletions of subtasks or added tasks for which you have previously saved baseline values, select the From subtasks into selected summary task(s) check box.
    • If you have selected both subtasks and summary tasks, select both check boxes.

ShowSave or update a baseline for the entire project

  1. On the Tools menu, point to Tracking, and then click Save Baseline.
  2. Click Save baseline, and then click the baseline you want to save.
  3. Click Entire project.

 Note   You can save up to 11 baselines in a Project plan.

 
 
Applies to:
Project 2003