Open Plan allows you to store multiple project baselines for a single project. For some planners, a single baseline is sufficient for determining subsequent project performance. Other planners prefer to create new baselines in order to maintain a historical record of changes over the life of the project.
You can create a project baseline at any time. Typically, you might create a baseline after the initial plans are complete but before you begin entering progress information. You might then create additional baselines each time a major replanning of the project occurs or when you progress the project.
You can select up to three active baselines for reporting, and you can display all selected baselines in multi-table views, barcharts, and spreadsheets.
After you have loaded baselines for a project, you can access baseline fields just as though they were part of the standard project database. You can also use baseline fields in filters, sorts, global edits, and calculated field expressions.
When selecting fields to display in a view, note that the Baseline Start and Baseline Finish fields from the Activity table contain information from the baseline identified as Baseline 1.
Open Plan also features a Performance Measurement Baseline (PMB) that is used for cost calculations. If a PMB exists, it is used even if it is not one of the selected baselines. By always using the PMB when it is available, Open Plan provides consistency and reliability.
Review the change management process
Review the rules for editing change details data
Review concepts for change management
Configure Open Plan for the PM Compass Add-In
Configure Open Plan access rights