Set a Baseline

The Baseline allows you to take a snapshot of the plan at the current point in time. As your plan progresses and changes, you can then compare your current plan with the baseline in the Plan View.

When the Baseline is set you see a green line under the tasks in the Plan view. In the Board View, you see icons and information that identify if your project is running on schedule or behind (baseline). The line in the Plan View turns red if it is behind schedule.

The Baseline also provides valuable metrics when used in reports. You can use the variance in that baseline to help drive into specific reports that are valuable to you and help try to rectify projects that have been delayed and to show the plan that you’re working towards achieving.

Rather than looking at reports such as “All launch projects my team is working on across the region”, you can zero in with a report to show “All launch projects that will be delivered later than originally planned”.

The Baseline can be set based on a Kickoff Call (task), the timeline agreed to deliver to the customer or an internal commitment.

The Baseline Start Date is configured to coincide with your project’s Start Date and the same applies to the End Date. Users with permission to edit Baseline dates can edit the Baseline Start and End Dates on the Board record page.

Users with permission to edit Task Baseline dates can also adjust the Baseline Start and Baseline End dates on the Task record page.

How to Set the Baseline:

  1. Open the Board in Taskfeed.

  2. Click Set Baseline located on the Board Header (visible within the Board View).

  3. A pop-up window will prompt you to confirm.

When the Baseline is set, it also starts calculating the Baseline Start and End Variance. The Variance is the difference between the Baseline and the scheduled dates.

  • If the start variance is a negative number, the task is scheduled to start earlier than planned (as shown in the baseline).

  • If the start variance is a positive number, the task is scheduled to start later than planned.

  • If the start variance is zero, the task is scheduled to start exactly when planned.

Good to Know: Tasks that were completed prior to the Baseline being set will not affect the baseline. In other words, they will not have a Start or End Variance calculated.

To view the Baseline:

  1. In the Taskfeed tab top navigation options, select Show as Plan

  2. Click Toggle Baseline above the tasks, on the left.

A Baseline will be drawn above all tasks on the canvas. A line is also marked under each task on the canvas.

Their color changes from green to red if your current plan is running behind schedule.

How to Reset the Baseline:

Project timeline agreements may change and it's easy to reset the Baseline if you need to. 

1. Click on the Board name in Taskfeed to reveal the Board details and options on the side pane,
2. Hover over the Board options dropdown menu and select Reset Baseline

3. A pop-up window will prompt you to confirm

When you reset the Baseline, it takes a snapshot of the Board at that point in time and any tasks that previously may had a Start or End Variance based on its original baseline will go back to zero. 
The Board will be considered On Scheduled based on the current dates displayed on the Board.

Good to know: Completed Tasks will continue to observe the original baseline, so if a Task that has been completed was previously delayed, the new Baseline will not change the Start or End Variance of that task.

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