{"id":5073,"date":"2013-10-07T02:14:24","date_gmt":"2013-10-07T09:14:24","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=5073"},"modified":"2018-03-22T06:00:37","modified_gmt":"2018-03-22T13:00:37","slug":"how-to-baseline-requirements","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/5073\/how-to-baseline-requirements\/","title":{"rendered":"How to Baseline Requirements"},"content":{"rendered":"<p>\t\t<!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>A <i>Requirements Document Baseline<\/i> is a snapshot of the versions of Requirements records in that document at a given point in time.<br \/>\nA <i>Requirements Document Baseline<\/i> can be used to take a snapshot of Requirements at important milestones such as Customer acceptance, Customer freeze, end of elicitation phase, etc.<\/p>\n<p>This article describes the procedure to Baseline Requirements.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Open the Requirements Document Baselines editor<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32661-media_1380358208864.png\" width=\"800\" height=\"523\" alt=\"wpid32661-media_1380358208864.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>You can access the <i>Requirements Document Baselines<\/i> editor from<i> <strong>Requirements tab &gt; Baselines &gt; Requirements Baselines.<\/strong><\/i><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. The Create Baseline Wizard opens<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32662-media_1380358337190.png\" width=\"733\" height=\"523\" alt=\"wpid32662-media_1380358337190.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Select a Project and Requirements Document for which you want to create the Baseline<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32663-media_1380358397913.png\" width=\"733\" height=\"523\" alt=\"wpid32663-media_1380358397913.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Enter Name and Description (optional) of Baseline<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32664-media_1380358724485.png\" width=\"733\" height=\"523\" alt=\"wpid32664-media_1380358724485.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Specify the type of Baseline that you want to create<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32665-media_1380358800571.png\" width=\"733\" height=\"523\" alt=\"wpid32665-media_1380358800571.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>Complete Baseline:<\/strong><br \/>\nChoose <i>Complete Baseline<\/i> to include all versioned records in the Baseline.<\/p>\n<p><strong>Selective Baseline:<\/strong><br \/>\nChoose <i>Selective Baseline<\/i> to include versioned records of the selected Record Type in the Baseline.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Select the Record Types to be include in the Baseline<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32666-media_1380358937293.png\" width=\"733\" height=\"523\" alt=\"wpid32666-media_1380358937293.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Specify whether or not you want to change the State of the records added to the Baseline <\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32667-media_1380359485300.png\" width=\"777\" height=\"520\" alt=\"wpid32667-media_1380359485300.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>Do not change State:<\/strong><br \/>\n<font color=\"#000000\">Choose this option if you do not want to change the State of the records added to the Baseline.<\/font><\/p>\n<p><strong><font color=\"#000000\">Change State to:<\/font><\/strong><br \/>\n<font color=\"#000000\">Choose this option if you want to change the State of the records added to the Baseline.<\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 8. Specify whether or not you want to Lock the records that are added to the Baseline<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32668-media_1380360118625.png\" width=\"777\" height=\"520\" alt=\"wpid32668-media_1380360118625.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 9. View Action Summary and click Create<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32669-media_1380360138350.png\" width=\"664\" height=\"449\" alt=\"wpid32669-media_1380360138350.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 10. Finish the process<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32670-media_1380360195519.png\" width=\"664\" height=\"449\" alt=\"wpid32670-media_1380360195519.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">The new Requirement Baseline is created<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2017\/03\/wpid32671-media_1380360211824.png\" width=\"800\" height=\"523\" alt=\"wpid32671-media_1380360211824.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/3350\/using-create-baseline-wizard\/\" target=\"_blank\">Using Create Baseline Wizard<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/5305\/using-requirements-document-baselines-tab\/\" target=\"_blank\">Using Requirements Document Baselines Tab<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/3348\/using-compare-requirements-document-baselines-viewer\/\" target=\"_blank\">Using Compare Requirements Document Baselines Viewer<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/3359\/using-compare-project-baselines-viewer\/\" target=\"_blank\">Using Compare Project Baselines Viewer<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/27832\/using-baseline-contents-viewer\/\" target=\"_blank\">Using Baseline Contents Viewer<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: August 27th, 2016<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview A Requirements Document Baseline is a snapshot of the versions of Requirements records in that document at a given point in time. A Requirements Document Baseline can be used to take a snapshot of Requirements at important milestones such as Customer acceptance, Customer freeze, end of elicitation phase, etc. This article describes the procedure to Baseline Requirements. Who should read this? TopTeam Users Step 1. Open the Requirements Document Baselines editor You can access the Requirements Document Baselines editor from Requirements tab &gt; Baselines &gt; Requirements Baselines. Step 2. The Create Baseline Wizard opens Step 3. Select a Project <\/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":[68,286],"class_list":["post-5073","post","type-post","status-publish","format-standard","hentry","category-baselines","tag-baseline","tag-requirements"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-1jP","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/5073","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=5073"}],"version-history":[{"count":13,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/5073\/revisions"}],"predecessor-version":[{"id":39307,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/5073\/revisions\/39307"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=5073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=5073"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=5073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}