Contents of the Update Baseline Dialog Box

Use the fields and options to configure the Update Baseline dialog box.

Contents

Field Description
Name

This field displays the name of the baseline for reference. This is not editable.

Description

This field displays the description of the baseline.

Based On

This field is for reference only. You cannot change this field for an existing baseline.

Ignore Progress, Use Original Project Start Date

Select this option to create baseline dates by performing a time analysis from the project start date. This option is not available when the baseline is based on Schedule Dates.

Use Baseline of Same Name on External Subprojects

This option is for reference only and is selected if the Use Baseline of Same Name on External Subproject option was selected when this baseline was created.

Update External Subproject Baselines

This option is enabled only if the Use Baseline of Same Name on External Subprojects option was selected when this baseline was created. If this option is selected, in order for the external subproject baselines to be updated, Update Master in the Baseline Access Control dialog box for each of the external subprojects to be updated must be set to Yes.

Filter

Field Description
Filter

You can specify a filter to limit the baseline update to a defined group of activities. To limit the scope of the operation, you can either select an existing filter or click the ellipsis button to display a dialog box where you can create a filter.

For more information about defining filters, see Filters.

Exclude In-Progress Activities

If selected, this option excludes in-progress activities from being updated.

Exclude Completed Activities

If selected, this option excludes completed activities from being updated.

Update Activities Already in Baseline

This option enables you to control the action that Open Plan should take for activities already in the baseline that you are updating.

  • If this option is selected, Open Plan adds baseline information not only for new activities but for activities already present in the baseline as well. This is applicable to all activities that meet the selected filter, excluding those activities that fall under the Exclude In-Progress/Completed Activities filter option.
  • If this option is not selected, Open Plan adds baseline information for only new activities (that is, activities missing from the original baseline).

In addition, selecting this option enables the following options:

  • Update Activity Data (Codes, UDFs, Description): If selected, this option updates baseline activity data, including codes, user-defined fields, and description fields. This includes all the fields that are populated during the creation of a new baseline except for dates and resources that are controlled separately. When this is selected, all activities that meet the selected filter, excluding those activities that fall under the Exclude In-Progress/Completed Activities filter option, are updated.
  • Replace Existing Baseline Dates: If selected, this option instructs Open Plan to replace the baseline dates of activities that already exist in the baseline. If selected, the baseline dates will be replaced with either the current plan dates or the dates calculated by the option Ignore Progress, Use Original Project Start Date.
  • Update Resource Quantities: If selected, this option instructs Open Plan to update baseline activity resource usage. This is applicable to all activities that meet the selected filter, excluding those activities that fall under the Exclude In-Progress/Completed Activities filter option.
    • When baseline dates are to be replaced, the resources will be updated.
    • When not replacing the baseline dates, and if resources have changed, the current quantity will be evenly spread across the original baseline dates or a subset of the original baseline dates, depending on actual cost record dates and other factors.

Planned Activities

Field Description
Use Resource Remaining Quantity Instead of Budget Quantity

For Planned Activities, this option creates baseline activity resource requirements from the remaining resource requirements instead of the budget resource requirements for activities that are not in-progress or complete. This option is not available when the baseline is based on Schedule Dates.

Existing Baseline Modifications

You can also make the following additional modifications to an existing baseline:

  • Roll-up Data to All Baseline Parents: This option is enabled only when you are updating an existing baseline. If selected, this option rolls up all dates, budget cost, and labor quantity data in the baseline to its parent level.
  • Delete All Activities no Longer in Current Project: This option is enabled only when you are updating an existing baseline. If selected, this option compares the baseline project with its current counterpart and deletes any activities from the baseline that no longer exist in the current project.

Buttons

The table below provides information about the buttons in this dialog box.

Button Description
Preview After you make changes in this dialog box, you can preview your changes before they are applied to the project. When you click the Preview button, Open Plan runs through the updates that would be made with the options you have selected and displays a Review Baseline Changes dialog box that includes activities that would be added, deleted, and updated.
Continue Click this button to have Open Plan make the changes, or go back to the Baseline Update dialog box to change the options or to continue with the update.