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Project Baseline

High Level Definition

In version 4.x, users can create multiple baselines per project. From the list of baselines, each

user is able to select up to 3 baselines for use in layouts and reports. In addition, there is onebaseline assigned at the project level that is used for summarization data. myPrimavera alsouses this project level baseline for gathering the earned value data. Previously, users were noteasily able to tell which baseline was being used as the project baseline. Project baselineassignment has been made more visible to all users and a change in the behavior of baselineshas been implemented so that we are always using the project baseline for actions such assummarization, export, earned value calculations, and etc.

In 5.0, two new menu items for baselines have been added to make it easier to determine which baselines are being used. One dialog deals withassigning baselines as project, primary, secondary or tertiary. Theother dialog deals with creating, deleting, and updating the

baselines.

Assign Baselines

To assign baselines, go to Project, Assign Baselines

Project: Lists all open projects in dropdown

o Only one project can be selected at a time in this dialog

o When more than one project is opened, the project selected will

default to the default project. Project Baseline: For the project selected, a list of available baselines will

appear in the dropdown

o If no baselines exist or no baseline is selected, will be the default value

o is an option in addition to the other baselines

o This is a project setting

User Baselines: A list of available baselines will appear in each dropdown

o It is not mandatory that a baseline be designated for the secondaryor tertiary options.

o will be an option for 2 nd and 3 rd baselines

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o The primary baseline does need a designated value. If none isselected or exists, will be the value.

o These are user-specific settings

Maintain Baselines

To maintain baselines, go to Project, Maintain Baselines

This dialog lists all open projects

If user tries to restore or delete a baseline project, but it is alreadyassigned as a user baseline, user will need to change the assignment inthe Assign Baselines dialog first.

Update button will be disabled if more than 1 baseline project is selected.(See update baseline spec for more info on Update button.)

Project Preference

New option has be added to the Project Settings section on the Settingstab in the Projects view to set which baseline (Project or Primary) will beused for earned value calculations.

Details

BL2, BL3 column names will remain as they are

"BL Project fields reference the Project baseline.

"BL1 fields reference the Primary baseline.

"Budget At Completion (BAC) Labor Units" a new Earned Value fieldadded for certain calculations based on the project baseline.

All variance fields in Projects, WBS and Tracking views use the Project

Baselines values. The Activities view has separate variances for BL andBL1.

A Project Baseline Bar option has been added to the timescale column inthe Bars dialog

When this option is selected, the bar dates will be drawn based on theproject baselines start and finish dates

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Changes:

Projects View The current Baseline for Summarization field has beenremoved from the Projects view, Settings tab. The Project Baseline (or old baseline for summarization field) is now set in the Assign Baselines

dialog .

Activities View The Baseline that is in the bottom right hand corner of screen (status bar) shows either the primary or project baseline based onthe project preference selected.

Tracking View For the Tracking view, all the read-only data shown on theSummary tab is the same, but the name was changed from "Baseline for Summarization" to "Project Baseline".

myPrimavera When the project baseline is changed in myPrimavera, the

project baseline in PM should change accordingly.

Export On Export, the Project Baseline is used for any baseline data.

Security

In 4.x, in order to select the Project Baseline, users need to have EditProject Details Except Financials.

A new Project Privilege named Edit Project Baseline has been added.

With 5.0, in order to select the Project Baseline in the Assign Baselinesdialog, users need to have BOTH the Edit Project Details ExceptFinancials and Edit Project Baseline privileges.

Users can still view the project baseline selected in the Assign Baselinesdialog with only one of the above

If user only has one of the above privileges, then the dropdown for theProject Baseline in the Assign Baseline dialog is disabled