{"id":50271,"date":"2020-04-27T23:07:41","date_gmt":"2020-04-28T06:07:41","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=50271"},"modified":"2020-04-27T23:26:58","modified_gmt":"2020-04-28T06:26:58","slug":"how-to-create-project-baseline-using-a-wizard","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/50271\/how-to-create-project-baseline-using-a-wizard\/","title":{"rendered":"How to create Project Baseline using a wizard"},"content":{"rendered":"<h3><a id=\"post-50271-_Step_2._Indent\"><\/a><a id=\"post-50271-_1._Indent_records\"><\/a><a id=\"post-50271-_Step_2.1._Indenting\"><\/a>Overview<\/h3>\n<p>A <strong>Baseline <\/strong>is a snapshot of the various versions of a <em>Repository Object<\/em> at a given point in time.<\/p>\n<p>There are two types of baselines:<\/p>\n<ul>\n<li><strong>Project Baseline<\/strong> \u2013 A snapshot of the versions of a <em>Repository Object<\/em> in that project at a point in time. This includes <em>Requirements Documents<\/em> in the project.<\/li>\n<li><strong>Requirements Baseline<\/strong> \u2013 A snapshot of the versions of requirement records in a <em>Requirements Document<\/em> at a specific point in time. <a href=\"http:\/\/www.technosolutions.com\/kb\/5073\/how-to-baseline-requirements\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn about creating <em>Requirement Baselines<\/em>.<\/li>\n<\/ul>\n<p>Note that only <strong>Repository Objects<\/strong> with versioning enabled can be included in a baseline. To create versioning rules, refer to <strong>Administration &gt; Configure System Record Types &gt; Configure Record Type Versioning Rules<\/strong>.<\/p>\n<p>In this article, you will learn how to create a <strong>Project Baseline<\/strong> using <strong>Create Baseline Wizard<\/strong>.<\/p>\n<h3>Who should read this?<\/h3>\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<h3>Opening Create Baseline Wizard<\/h3>\n<p>There are various methods to invoke this wizard. These methods are listed below:<\/p>\n<ul>\n<li>From <em>TopTeam Main Menu<\/em><\/li>\n<li>From <em>How Do I?<\/em><\/li>\n<li>From <em>Repository Explorer<\/em><\/li>\n<li>From <em>Baseline Editor<\/em><\/li>\n<\/ul>\n<h4>1. From TopTeam Main Menu<\/h4>\n<p>Go to <strong>TopTeam<\/strong> main menu &gt; select <strong>Projects<\/strong> &gt; click <strong>Create Baseline Wizard<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-50272\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-46.gif\" \/><\/p>\n<h4>2. From How Do I?<\/h4>\n<p>Locate <strong>How do I?<\/strong> in the top-right corner of the application and select the option for opening <strong>Create Baseline Wizard<\/strong> in the <strong>How do I?<\/strong> screen.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-50273\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-47.gif\" \/><\/p>\n<h4><a id=\"post-50271-_1._From_Detail\"><\/a>3. From Repository Explorer<\/h4>\n<p>In <em>Repository Explorer<\/em>, select <strong>Baselines<\/strong> record type and click <strong>New Baseline using Wizard<\/strong> in the workspace area.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-50274\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-48.gif\" \/><\/p>\n<h4>4. From Baseline Editor<\/h4>\n<p>In <strong>Baseline<\/strong> editor, click <strong>New Baseline <\/strong>to open<strong> Create Baseline Editor.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"wp-image-50275\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-49.gif\" \/><\/p>\n<h3><a id=\"post-50271-_2._From_Versions\"><\/a>Creating Project Baseline using Wizard<\/h3>\n<p>The <strong>Baseline Wizard<\/strong> walks through the steps in the process of creating a baseline by prompting for the following information:<\/p>\n<ol>\n<li>Select a project to baseline.<\/li>\n<li>Create a name for the baseline.<\/li>\n<li>Specify Baseline Type:\n<ul>\n<li><strong>Complete Baseline<\/strong>: The system automatically takes a complete snapshot of all the versioned records in the project and prompts as to which records are not versionable.<\/li>\n<li><strong>Selective Baseline<\/strong>: Here, you are allowed to individually select which records should be included in the baseline. You may also create a Selective Baseline with no records included and add them later.<\/li>\n<\/ul>\n<\/li>\n<li>Specify if you want to create the baseline as of now from the current date or an earlier date.<\/li>\n<li>Select whether or not to change the State of the records that will be included in the baseline.<\/li>\n<li>Select whether or not to lock the records after they have been added to the baseline. Locking records prevents modifications to the records unless they are first unlocked.<\/li>\n<\/ol>\n<p>Refer to the process demonstration below.<\/p>\n<p><a id=\"post-50271-_3._From_List\/Tree\"><\/a><strong><img decoding=\"async\" class=\"wp-image-50276\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/word-image-50.gif\" \/><\/strong><\/p>\n<h3>Related Articles<\/h3>\n<p>To view the created <strong>Project Baseline<\/strong>, open <strong>Baseline Contents Viewer<\/strong> and select the baseline that you have created in the <strong>Query Options<\/strong>. <a href=\"http:\/\/www.technosolutions.com\/kb\/27832\/using-baseline-contents-viewer\/\" target=\"_blank\" rel=\"noopener\">Click here<\/a> to learn about <strong>Baseline Contents Viewer<\/strong>.<\/p>\n<h3>See Also<\/h3>\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/3359\/using-compare-project-baselines-viewer\/\" target=\"_blank\" rel=\"noopener\">Using Compare Project Baselines Viewer<\/a><\/p>\n<p>Revised: April 28<sup>th<\/sup>, 2020<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview A Baseline is a snapshot of the various versions of a Repository Object at a given point in time. There are two types of baselines: Project Baseline \u2013 A snapshot of the versions of a Repository Object in that project at a point in time. This includes Requirements Documents in the project. Requirements Baseline \u2013 A snapshot of the versions of requirement records in a Requirements Document at a specific point in time. Click here to learn about creating Requirement Baselines. Note that only Repository Objects with versioning enabled can be included in a baseline. To create versioning rules, <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53],"tags":[68,339],"class_list":["post-50271","post","type-post","status-publish","format-standard","hentry","category-baselines","tag-baseline","tag-projects"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-d4P","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50271","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=50271"}],"version-history":[{"count":3,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50271\/revisions"}],"predecessor-version":[{"id":50279,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/50271\/revisions\/50279"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=50271"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=50271"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=50271"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}