Overview
Creating a project plan baseline is used to track the variance of a project over its duration against the original plan. There are three main actions available under the "Plan/Iteration" sub-menu in the "Baseline" menu of the TDX Windows Plan Manager when a plan is checked out: Set, Clear, and Active. These actions are used to manage baselines for a plan. Each plan can have up to ten baselines.
This article does not pertain to project plan management in Work Management.
Set
Use the Set action to create a baseline snapshot in one of the ten available baseline slots. This action will use the current date and hours settings to apply a blanket baseline to all tasks on the plan. From this point onward, any changes to any task's dates and hours will appear in the "Baseline Variance" column as a variance against the baseline. Project Managers can create multiple baselines throughout the plan's lifespan to track how the plan changes after specific milestones or time intervals.
Clear
Use the Clear action to delete a baseline snapshot from one of the ten available baseline slots on the plan. This action will remove any stored baseline in the slot and remove it from being "Active" if the baseline was set to be so.
Active
Use the Active action to switch between stored baselines when more than one is stored on the plan. When creating the first baseline for a plan, it is automatically selected as "Active".
Task
The Task option under the "Baseline" menu lets you apply or clear a baseline to an individual task rather than the entire plan. However, if the task baseline is updated to fall outside the plan baseline, the plan's baseline will be updated accordingly.