Save a Baseline for All Tasks

Purpose

This article explains how to save a baseline for all tasks in your Work Plan. After completing this process, you will have a full snapshot of your project schedule that you can use to compare planned work against actual progress.

What you will accomplish
You will learn how to save a baseline that captures data for every task in your schedule. This ensures you have a complete record of your original plan for reporting and tracking.

Requirements

When to Use this Method

You want to save a baseline for all tasks when you want to capture the first full baseline for your schedule or when re‑baselining after major plan changes. Saving a baseline at the start of the project establishes your primary comparison point.

1. Open the Save Baseline form. Click the ellipsis (...) in the Work Plan toolbar, then select Save Baseline. The Save Baseline form will open.
   
2. Complete the Save Baseline form.
   1. Baseline Method: Select All Tasks.
   2. Baseline: Select the baseline you want to save the snapshotted values to (e.g. Baseline (0)).
      
3. Click Save. When prompted to confirm, click Yes. OnePlan will save your baseline snapshot.
   

What Happens After Saving

Baseline Fields are Created

OnePlan creates a set of baseline fields that store the values captured at the moment you saved the baseline. These fields let you compare current data to your original plan. Each tracked value (Start, Finish, Effort, etc.) will have a matching baseline field.

To view these fields in your Work Plan view:

1. Open the Columns menu.
2. Search for the baseline name. You will see new baseline versions of the captured fields.
3. Drag and drop the fields into your Work Plan view.
   

You can Display Baselines in the Gantt View

You can view all your saved baselines directly in the Gantt chart. The Gantt view shows every baseline saved for the plan at the same time. You cannot choose individual baselines to display.

1. Open the Gantt chart. Click Gantt in the Work Plan toolbar. The Gantt chart panel will open.

2. Click Options and select Baseline (Gantt). Each baseline appears as a gray bar beneath the main task bar, and you can hover over a baseline bar to see which baseline it represents and view additional details.
    

   

You can Overwrite a Baseline

If you save to the same baseline again, OnePlan will overwrite the previous values with the new snapshot.

Related Resources

You are viewing: Save a Baseline for Selected Tasks
Looking for something else?

• Baselines in OnePlan - Overview
• Save a Baseline for Selected Tasks
• How to Configure and Manage Baselines for OnePlan Work Plans (Admin)