MODULE 16: USING THE BASELINE

   

Overview

The using the baseline module introduces the concept of saving a copy of the project plan at the end of the planning period. When the planning is complete, MS Project can take a copy of the start and end dates of each task. This is called the baseline. The baseline is used to check the progress of the project against the original plan.

Objectives

The participant will:

  • Know the difference between baseline, current and actuals.

  • Know how to save a baseline.

Preparation

Review the contents of this module and do each of the exercises at least once to familiarize yourself with the logic and outcome.

Presentation

The activities in this module cite the aims of each exercise and whether the level is suitable for the basic or advanced users.

ACTIVITY

16.1 How to set the baseline for an MS Project file.

EXERCISE 16.1 ¢ LEVEL: BASIC ¢ SETTING THE BASELINE

  • Open Golf1H.

  • Pick Tools menu.

  • Choose Tracking.

  • Select Save Baseline.

  • Choose for Entire project.

  • Click OK button.

  • Pick Project menu.

  • Choose Project Information command.

  • Click statistics button.

Dialog

Explain that a baseline is set only when the user is satisfied that the plan has been developed to a point where it can now be tracked and changed as necessary. There are a few rules to follow regarding baselines and when they should be reset. Note also that MS Project provides a record of baseline information, planned (current) information and in progress (actual) information.

Baseline A record of the task dates, duration, work and costs, as originally planned.
Re-setting baseline The baseline can be set more than once if the schedule is deviating too greatly from the plan or if a number of additional tasks have been identified.

There are three sets of dates identified by MS Project 2000 when using the baseline:

Current The planned scheduled start and end dates of each task. These may change with each amendment you make to the plan.
Baseline The original start and end dates of each task as saved in the baseline.
Actual The start date of tasks in progress or the start and end dates of tasks that have been completed.
   


How To Run Successful Projects III. The Silver Bullet
How to Run Successful Projects III: The Silver Bullet (3rd Edition)
ISBN: 0201748061
EAN: 2147483647
Year: 2001
Pages: 176

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