Baseline | Online Help | Zoho Projects

Baseline

The baseline captures the schedule deviation from the original plan. It helps you assess the actual results of the project and track its progress. Baseline is a snapshot of the original schedule. At any given point of time in a project, users can compare its current schedule with a baseline to track deviation.

Baselines are specific to a project. Every project can have a maximum of 15 baselines. All users who are part of a project will have access to baselines created. Individual users can compare current schedule with any of the available baselines based on their requirement.

Benefits

  1. Identify any delayed activities.
  2. Evaluate project performance based on a set benchmark.
  3. Plan upcoming work items based on the current baseline.
  4. Find and resolve project bottlenecks.
Feature availability: Enterprise plan.
Access privilege: Users with Edit - All permission for a task can view, create, and edit a baseline.

Set a baseline  

You can set a baseline in a task's Gantt chart.
  1. Navigate to a project from the Recent Projects section, or select a project from the Projects tab.
  2. Click Tasks in the top navigation panel.
  3. Select Gantt from the view drop-down.
  4. Click the   icon from the smart bar on the right.
  5. Click Set Baseline.
  6. Enter the baseline name and click Enter.
  1. A baseline is created with a set of open tasks available in the project.
  2. Tasks without start or end dates are not included in the baseline.
  3. A user can set up to 15 baselines.
  4. Only project users can create a baseline (client users are restricted).

Manage Baseline

  1. Hover over the baseline and click the icon.
  2. Enter a new baseline name and click the enter/return key on your keyboard.
  3. Hover over the baseline and click the icon to delete it.
    1. Deleting a baseline removes it for all users.
You can save baseline reports or convert them into PDF files for easy access.

Compare baseline  

Baseline comparisons give insights into the open tasks and the total time spent on them. Create baselines to compare and analyze project changes over a given time period.
  1. Click the  icon in the smart bar on the right.
  2. Select any two baselines to compare them with the current open tasks in the project. You can deselect them at any time to discard the comparison.
    1. Gray and green bars represent the baseline and current tasks respectively. Blue bars are the subtasks.
Example:
Because of the delay in the Basement Tiles task, the other dependent tasks are also delayed. Without the baseline tool, it would be tough to spot the bottlenecks. Based on your needs, you can create multiple baselines and compare them with the current schedule to identify the project delay.

Compare two baselines at a time

You can compare two different baselines at a time by selecting both baselines. You can deselect them at any time to discard the comparison.

End variance 

End variance tracks the delay in the completion of tasks. It is the difference between the baseline finish date and the current end date of the task. The baseline finish date is the initial estimated task completion date.

Slippage  

Slippage tracks the tasks that haven't started yet. It is the difference between the baseline start date and the current start date of the task. The baseline start date is the original start date of the task.
  1. Click the  icon in the smart bar on the right.
  2. Toggle the button next to Slippage to calculate the slippage of a baseline.
    1. Slippage is the dark gray line from the baseline start date to the current start date.
       

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