Baseline task or group form

This popup form can be accessed via the options menu in the top header area of the task or task group view pages, as shown in Figure 1.

Figure 1 – Access via options menu

This popup is shown in Figure 2 and is used to baseline a task or task group.

Figure 2 – Baseline task or group form

Once you are sure that you want to baseline the selected task or group, as indicated in the read-only field shown in Figure 2, click the “Baseline task or group” button at the bottom of the form.

Click the “Cancel” button if you no longer want to baseline the task or group.

You will see a progress indicator showing you when the baseline process has been completed, as shown in Figure 3.

Figure 3 – Baseline progress indicator

Once the baseline is completed, select the “Next” button to see the impact of this baseline in the Details tab of this task’s or task group’s view page.