Saving a Baseline on the Financial Planner

The Financial Planner allows you to compare saved Baselines and current/forecasted values. This article details saving a Baseline within the Financial Planner.

1. From the Icon Bar click Project List .
2. From the Project List page, select the Project you wish to edit by following one of these steps:
   1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
   2. Click the name of the Project you wish to access.

      Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.

3. From the Project Edit page, hover your mouse over the Planners tab and select Financial Planner from the available options.
4. Click the Baseline list box.
5. Click Save Baseline, which opens the Save Baseline dialog box.

   

6. Enter Baseline information:
   1. Upon the Save Baseline dialog displaying, enter the Baseline name.
   2. Select the Reason and additional information in the Description box.
   3. Click Save Baseline, which will save all three views and its data (Forecast, Actuals and Combined).
   4. .Click Close to return to the previous page.

      

7. The newly added Baseline can be accessed by click the Baseline list box. Then selecting the baseline name.

   

   Tip: You can manage your baselines by selecting the Manage Baseline option.