About

The Baseline allows you to take a snapshot of the project plan dates at the current point in time. As your plan progresses and changes, you can then compare your actual progress against the Baseline you have set.

When your project is running on schedule, the Baseline field on the Board Header will show as "On schedule".

If the project is running behind schedule, the Baseline filed will show by how many days.

In the Plan View (Board, Plan and Table View), every Task line will show as red on the chart and each line will report by how many days the project is running behind.

When the Baseline is used, you can then pull reports to identify what projects have been delivered later than originally planned, identify trends and take actions to rectify your process where necessary.

How to Set the Baseline

1. Open the Board in Precursive OBX in Board View (Board, Plan and Table View)

2. Click Set Baseline on the Board Header
   

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

When the Baseline is set, it automatically starts calculating the Baseline Variance. The Variance is the difference between the Baseline and the scheduled Tasks dates. This will automatically updated if the Start and End Dates of Tasks change from what set in the Baseline and the Variance will be displayed as described above.

Note - Tasks that were completed prior to the Baseline being set will not affect the Baseline Variance.

How to Reset the Baseline

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