How to Configure and Manage Baselines for OnePlan Work Plans

Direct Answer: Configure and Manage Baselines for OnePlan Work Plans

To configure baselines in OnePlan, open a plan of the desired Plan Type, go to Work Plan > List, select the ellipsis (...) menu, and select Configure. On the Configure tab, use the Baselines section to add, edit, or delete baselines, specifying which Work Fields each baseline captures and who is permitted to save it.

What This Article Covers: Baselines

This article explains how to configure baselines for your Work Plans, including creating new baselines, editing existing ones, and deleting baselines you no longer need.

What you will accomplish
After reading this article, you will be able to configure, manage, and control baselines so teams can capture and compare project performance effectively.

Before You Begin: Baselines

Owner (administrator) permissions in OnePlan
The Work Plan app installed
Access to the Plan Type you want to configure

Why This Matters: Baselines

Context: Baselines Capture Planned Performance

A baseline is a snapshot of your project's original schedule and planned effort. Once saved, a baseline lets you measure project performance by comparing current progress against the original plan. OnePlan supports up to 11 baselines: the default Baseline (0) plus 10 additional baselines you can configure as needed.

By default, OnePlan stores the following fields for each work item in Baseline (0):

% Done — The percent complete at the time the baseline is captured. For an initial baseline, this should be 0% because no actual progress has occurred yet.
Start — The planned start date of the work item.
Due — The planned finish date of the work item.
Effort — The estimated hours required to complete the task.
Remaining Effort — Estimated hours remaining once work begins. For an initial baseline, this should match the planned effort since there are no actuals yet.

The fields stored in a baseline are fully customizable, allowing your organization to tailor baseline tracking to its planning and reporting needs.

Context: Baselines Share a Configuration Panel with Work Types and Autosave

Baselines are configured in the same panel as Work Types and Autosave — Work Plan > List > ellipsis (...) menu > Configure. This article focuses on the Baselines section specifically. See How to Configure and Manage Work Types in OnePlan for the Work Types section of the same panel.

Step-by-Step: Configuring and Managing Baselines in OnePlan

Task: Access the Baseline Settings

Go to a Work Plan > List in a plan of the desired Plan Type (for example, Project or Program). Because baselines are tied to a Plan Type, you must open a plan of that type to access its configuration.
In the toolbar, select the ellipsis (...) menu, then select Configure to open the Plan Type configuration.

Access Work Plan Config 2.png

Locate the Baselines section of the configuration. Here you will see all of the currently available baselines.

Baseline Settings.png

Task: Create a New Baseline

Select Add New Item (+) to open the New Baseline form.
Complete the form:
- Index — Select the index number for this baseline. The Index is an internal identifier that tells the system where to store the baseline data, independent of the baseline's display name.
  - The default baseline uses Index 0.
  - Additional baselines should use Index 1, 2, 3, and so on.
- Name — Enter the display name for the baseline. This name appears to end users and is also appended to the baseline fields generated when the snapshot is saved (for example, Baseline 2 Remaining Effort, Baseline 4 % Done).
- Work Fields — Select the Work Fields that should be captured when the user saves this baseline.
- Baseline Security — Specify who is allowed to save baselines:
  - First Baseline — Choose the resource(s) permitted to save the initial baseline for a plan.
  - Subsequent Baselines — Choose the resource(s) permitted to save any baselines after the first one.

Note: Multiple resources can be selected for each Baseline Security option.

Select Add. The new baseline appears in the Baselines list and is available for end users.

Add Baseline.png

Task: Edit an Existing Baseline

Select Edit (pencil icon) to open the Edit Baseline form.
Update the baseline's attributes as needed.
Select Update to save your changes.

Note: You cannot change the baseline's Index number.

Edit Baseline.png

Task: Delete a Baseline

Select Delete (x) next to the baseline you want to remove.
In the Confirm Deletion dialog, select Yes to permanently delete the baseline.

Delete Baseline.png

Frequently Asked Questions: Baselines

Q: How many baselines can I configure in OnePlan?
A: In OnePlan, you can configure up to 11 baselines per Plan Type — the default Baseline (0) plus 10 additional baselines.

Q: Can I change which fields a baseline captures after it's created?
A: Yes. In OnePlan, edit the baseline and update its Work Fields selection. This changes what future saves of that baseline capture; it does not retroactively change data already saved.

Q: Can I change a baseline's Index number after creating it?
A: No. In OnePlan, the Index number cannot be changed once a baseline is created. Delete the baseline and create a new one with the correct Index if needed.

Q: Who can save a baseline once it's configured?
A: In OnePlan, this is controlled by the Baseline Security settings configured for that baseline — separate resource selections determine who can save the First Baseline versus Subsequent Baselines.

Q: What happens to saved baseline data if I delete the baseline configuration?
A: In OnePlan, deleting a baseline configuration permanently removes it and its captured data. This action cannot be undone.

What to Do Next: Baselines

Continue configuration:

Learn more about baselines:

Understand the feature:

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