1. Home
  2. Knowledge Base
  3. Portfolio
  4. Milestone planning
  5. How do I use baselines in the Portfolio app?

How do I use baselines in the Portfolio app?

A portfolio manager can check in the Portfolio app whether the planning of various projects continues to meet the set milestones. A project manager does the same for his project in the Project app:

  1. Once the portfolio manager has defined his milestones including planning, this planning can be saved as a baseline. That means these dates are remembered / stored.
  2. If the project manager then reports on those milestones and the due date of a particular task or milestone has shifted from the baseline, this will become clear to the portfolio manager.
  3. The initial baseline is visible as a thin line underneath the current planning. This way, it is clear to the portfolio manager that the schedule has deviated from the initial baseline.

    A schedule that is in line with the initial baseline looks like this:

    A schedule that has shifted from the initial baseline looks like this:

  4. Under the button filters you can set which baseline is displayed.

  5. The portfolio manager has the ability to save an initial and a current baseline. In this way, the adjusted planning can also be saved as a new baseline, if the portfolio manager agrees with the changes made by the project manager.

  6. The initial baseline can still be saved to look back on the original schedule.

Was this article helpful?

Related Articles