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Working with baselines

As the Project Manager you need to know what to, who should do what, when it should be done, why it should be done, the cost for it and a variety of other important things. To be able to get control and stay in control you need a Baseline in your project to measure your progress against. If you not do the baseline you have nothing to measure against and in that case no possibility to have total control of your project. And as a manager you need to stay in control. The baseline is nothing else than a frozen picture of your project at a certain point time. In iTaskX you are able to have up to 11 different baselines in a project but the recommendation is to have a few baselines as possible. You should only update baselines when you have major changes in your project such as; delays, overrun of budget or loss of key resources. The right place in time to do the first baseline is when the initial planning is done and the budget is approved.

Save a baseline
  1. Select „Tracking Gantt” in the „Views” toolbar icon.
  2. Choose „Tracking” (from the „Tracking” menu at the top of your screen) > „Save Baseline” in the menu bar.
  3. In the upcoming sheet choose the option „Save baseline” and select the Baseline which you want save.
    Note, you can set as many as 11 baselines in a single project. Do this to get frequent snapshots of where things stand.
  4. Click on the „OK” button.

Note
In iTaskX you can save a baseline only for selected tasks or the entire project by using the „Save for” option.

Update a baseline

If you add tasks to your project after a baseline has been set, you can update your baseline.

  1. Select „Tracking Gantt” in the „Views” toolbar icon.
  2. Choose „Tracking” (from the „Tracking” menu at the top of your screen) > „Save Baseline” in the menu bar.
  3. In the upcoming sheet choose the option „Save baseline” and pick the baseline you want to update.
  4. Click on the „OK” button.

Note
To rearrange baselines you can use the „Copy baseline” option in the „Save baseline” sheet.

Compare with a baseline

You can compare baseline and scheduled information in either of two ways:

  • To view variance information in a sheet view, select the „Task Sheet” > „Variance Table” in the „Views” toolbar icon.
    The „Variance Table” shows start and finish dates for both scheduled information and baseline information, making it possible to evaluate your prediction of how the project would progress (baseline) by comparing that prediction with how the project is in fact progressing (actual).
  • To view variance information graphically by using the „Gantt Chart” or „Tracking Gantt” view verify that the „Show Baseline Bar” check-box in the in the „Format-Info-Inspector” Format-Info-Inspector is activated.

Note
To choose the active baselines use the „Baseline” pop-up in the „Project-Info-Inspector” Project-Info-Inspector.