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, but that can be edited as you wish, and you can find how to do that in the steps below.

How to Set the Baseline:

  1. From the Taskfeed tab, expand the sidebar by clicking Expand or hide sidebarpng.

  2. Choose the board you want to work on from the menu and then select the Board View .

  3. Click next to the Board’s name and then select .


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.

To view the Baseline:


  1. From the Taskfeed tab, select the Plan View .

  2. Click Show 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.


To Edit the Baseline Start Date or End Date:


  1. Click next to the Board’s name, then click View.

  2. On the right hand-side, you will see the Board’s detail card. Click () to Go to Board.

 

3. From the Board’s record detail page, scroll down to the Progress section.

4.You can now edit the Start Date (Baseline) and End Date (Baseline) as you wish.




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