Baseline Scheduling

Creating Baseline Symbology

Any number of symbols in the toolbox can be changed to a baseline symbol.  Using the Baseline Setup Wizard, you can establish standard symbology for the task level and summary level.

To create standard baseline symbols and connectors:

1. Choose the View tab.  In the Baseline section, choose Baseline Setup.

2. Follow the Wizard's instructions as you choose symbols and connectors to show baseline.

To change any symbol to a baseline symbol:

1. Double-click a symbol in the toolbox.

2. Click the Symbol Shape tab.

3. Choose Baseline Symbol.

4. Click OK.

Create Baseline Start, End , and Duration SmartColumns

The Baseline Start SmartColumn displays the date of the earliest baseline symbol on the task line, while the Baseline End SmartColumn displays the latest baseline symbol date on the task line.

When you click-drag-and-drop the symbols and connectors, the dates appear in these SmartColumns. Or, you can enter the dates in the SmartColumns and the baseline symbols and connectors will be drawn for you.

Baseline Duration SmartColumn

1. Choose the Insert tab.  In the Rows and Columns section choose New Column and then choose Duration.  

2. Under Baseline Dates check Baseline Duration.

Baseline Start or End SmartColumn

1. Choose the Insert tab.  In the Rows and Columns section, choose New Column.  Choose Dates.

2. Check on either Baseline Start or Baseline End.

    OR, to change an existing column to one of the available Baseline SmartColumns:

1. Double click the Column Heading cell.

2. Click the Column Type (SmartColumn) Settings tab.

3. Under SmartColumn Definition, choose Date: Baseline Start or Date: Baseline End, or Duration: Baseline Duration.

When you enter the baseline start date, a symbol is drawn on the schedule, according to the symbology created using the Baseline Setup Wizard. Then, when you enter the baseline end date, a connector and end symbol are drawn on the schedule. The Baseline Duration SmartColumn totals the length of time between the duration start and end dates.

Lock, highlight, show/hide baseline, show/hide baseline summary bars

To lock the baseline:

Choose the View tab.  In the Baseline section, check on Lock Baseline.  When checked (locked) baseline symbols will not move.  When unchecked (unlocked), baseline symbols can be moved.

To highlight the baseline symbols and connectors:

Choose the View tab.  In the Baseline section check on Highlight Baseline.

To hide baseline symbols and connectors:

Choose the View tab.  In the Baseline section check off  Show Baseline.

To hide baseline summary bars:

Choose the View tab.  In the Baseline section check on Hide Baseline Summary Bars.