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How do I record a baseline?

  • Updated

The Baseline widget on the Properties dashboard allows you to set baselines.

This article covers the following topics:

 

Creating a Baseline

You can create a baseline from the Properties Dashboard by selecting + New on the Baseline widget. 

The permission to create baselines will be available to you only if your role is configured to have that privilege.

If you are the object's owner, you will be able to automatically view baselines on the relevant dashboards and the Gantt chart. However, the Baseline widget on the Properties tab will be visible to you only if the setting Can the Initiative, or Benefit Owner add & modify Baselines? is enabled, in which case, you can add, update or archive baselines. 

To create a baseline for a program/initiative:

  1. Make sure that baseline is configured for your program/initiative. Please contact your Amplify system administrator if it isn't.
  2. Access the Properties dashboard.
  3. Scroll down to locate the Baseline widget.
  4. Click on the New button on the top-right hand corner.
    In the form that displays, enter a Name and Description and select whether you would like to make this baseline active. 
    Screenshot 2024-10-14 at 14.07.21.png
    Make this the Active Baseline     will be ticked by default but can be changed for this baseline if there is already an active baseline available. The baseline will be recorded even if you do not tick this checkbox but will not be shown on the initiative dashboard and benefit dashboard or in the reports until you make this baseline active.
  5. Click on the Save button. 
    The baseline that you created will now be listed in the Baselines widget.

Updating the Baseline

 

Initiatives can have their baseline updated individually, or emerging initiatives may be added to an existing baseline. Locate the drop-down in the Hamburger Menu (far right) and select Add/Update Baseline from the Initiative you wish to add. 

It is advisable to avoid taking baselines at multiple levels within the hierarchy, as this does not align with best practices.
If you do not see this menu in your user session, your role may not have the required permissions to add or update baselines. Please contact the Amplify administrator for access.

Screenshot 2024-10-14 at 14.08.12.png

As new initiatives emerge in your business case, you may wish to update or recalculate the baseline considering your new benefit. This can now be done through a benefit dashboard in the dropdown menu. 

Select Update Baseline. Amplify will recalculate in the background. 

If you want to update the baseline for the project schedule, you can do so from the Schedule sub-menu.

All updates will be saved into the active baseline. You can edit the baseline and the currently active baseline if you need to.
If a baseline has been updated, the Received Updates and Show Updates columns will show a tick mark. You can now see the updated baseline on all the relevant dashboards. You will compare the current state with the state the data was in when you recorded the baseline.
If you do not want to see the updated baseline data on any of the dashboards or the schedule, click on the baseline name link, and clear the Show Updates checkbox in the baseline edit form. The baseline bars will change to show the previously recorded data.

2024-10-14_14-19.png

If you want to see when each baseline was recorded, check the History tab of the object where the baseline was recorded.

Setting a Baseline as the Currently Active Baseline

You can take multiple baselines, but there will only be one active baseline. Only the active baseline will be used in the reports and shown on the initiative and Benefit Dashboard. 

When you have set multiple baselines, you can select which baseline you wish to activate from the Initiative Properties Dashboard.  To do this, select the baseline you want to set as active, and click on the Make this the Active Baseline checkbox. The selected baseline will now be shown on the initiative and benefit dashboards and in the reports. 

Screenshot 2024-10-14 at 14.21.35.png

The name and the description of a baseline can be changed if you select the baseline in the Properties Dashboard. 

 

Archiving a Baseline

When it should no longer be possible to set a certain baseline as the active baseline, you can move this baseline to the archive. Only a baseline that is currently not active can be moved to the archive. 

You can archive baselines using the archive button on the Baseline widget.

2024-10-14_14-28.png

 

 

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