Save a Baseline in Gantt

Overview

At Kantata, we realize that the initial scope of your project can change throughout its lifecycle. We also know that being able to quickly visualize these changes can be a valuable tool in working with team members and clients alike. That’s why we’ve given Enterprise and Premier users the ability to create an initial Baseline from the Local Gantt chart.

We recommend saving an initial Baseline at the beginning of the project in order to capture your original plan, and then creating subsequent baselines as the project progresses. These baselines can be used to compare the initial project requirements, risk, and scope to the actual workflow at any given point.

Each Baseline contains the Description, Status, Tasks, % Done, Due date, Projected Completion, and Burn Rate at the point in which you created it. 

How to Save a Baseline

1. Hover over Projects in the left navigation, and select your project.
2. In the project workspace, click the Gantt tab. The Local Gantt chart opens.
3. On the top-right of the timeline header, click Baselines and then select New Baseline in the side panel that appears.
   
4. In the New Baseline dialog that appears, edit the Name (optional).
5. In the Description field, add any notes that you want to appear on the Baseline. 
6. When finished, click Save. The new baseline appears in the Baselines side panel.

How to Compare Project Baselines

1. Hover over Projects in the left navigation, and select your project.
2. In the project workspace, click the Gantt tab. The Local Gantt chart opens.
3. On the top-right side of the timeline header, click Baselines to open the Baselines side panel.
4. Select the desired Baseline to expand the baseline details. Repeat this step for each baseline you would like to compare.
   
   Note: The most recently created baseline will be at the top of the list.
5. When you're finished click the Close icon to close the side panel.