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Projects

Projects - Adjust Project Baseline

A well-managed project often involves comparing a project to earlier versions, and is a critical part in tracking a project.

Before starting a project, the baseline is set by using the start dates, finish dates, durations, work and cost estimates as reference points, to record the original project plan. A baseline is set for each sub-project, which is especially useful for long projects. The Main project will encompass the total project baseline.

The baseline provides the reference points against which to compare the project progress, and should therefore include your best estimates for task duration.

You can however modify or rework the baseline at any time during the project, when the scope needs to be reviewed or because the nature of the project has changed.

Ribbon Access: Maintenance / Projects   >   Projects

  1. The Project Listing screen will be displayed
  2. Select the Site where the project has been created.
    • The example has Durban selected.
  3. Ensure that the project Status has been set to Open.
  4. Click on the row of the project , sub-project or work order, you wish to adjust the project baseline for.
  5. Click on Adjust Project Baseline.

Short cut key: Right click to display the All groups menu list. Click on Baseline.

  1. The Baseline Adjustment screen will be displayed.
  2. Baseline Adjustment (days): Type the adjustment required, in days, for the project layer you have selected.
  3. Click on Save to save the baseline adjustment and return to the Project Listing screen.